+62.8%
EQIX vs ROIV
+270.3%
-207.5%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +6.2% | -4.6% | +0.9% |
| 7D | -0.1% | +5.3% | -5.4% | -0.6% |
| 30D | -1.8% | +11.9% | -13.7% | -3.0% |
| 3M | -3.4% | +10.7% | -14.1% | -4.7% |
| 6M | -6.0% | +34.9% | -40.9% | -9.3% |
| YTD | +34.2% | +79.2% | -45.0% | +25.3% |
| 1Y | +26.2% | +89.0% | -62.8% | +17.2% |
| 3Y | +41.7% | +337.3% | -295.7% | +20.6% |
| 5Y | +43.1% | +402.3% | -359.2% | +10.8% |
| All | +62.8% | +270.3% | -207.5% | +33.8% |
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