+68.8%
EQIX vs ROIV
+292.3%
-223.5%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.3% | -1.7% | -0.6% |
| 7D | +3.5% | +14.3% | -10.8% | +2.0% |
| 30D | +2.3% | +16.2% | -13.9% | +0.7% |
| 3M | +1.1% | +15.1% | -14.0% | -0.7% |
| 6M | -1.1% | +44.2% | -45.3% | -5.3% |
| YTD | +39.1% | +89.8% | -50.7% | +29.1% |
| 1Y | +29.5% | +94.6% | -65.1% | +19.8% |
| 3Y | +45.8% | +367.5% | -321.7% | +23.3% |
| 5Y | +48.4% | +421.4% | -372.9% | +14.5% |
| All | +68.8% | +292.3% | -223.5% | +37.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded ROIV wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling