+52.8%
EQIX vs RVTY
-11.6%
+64.4%
-39.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.8% | +1.2% | +0.6% |
| 7D | +7.6% | +4.1% | +3.5% | +6.5% |
| 30D | +5.2% | +1.3% | +3.9% | +4.8% |
| 3M | +0.8% | +33.3% | -32.4% | -6.8% |
| 6M | +0.2% | +58.3% | -58.1% | -12.0% |
| YTD | +42.2% | +62.7% | -20.5% | +22.3% |
| 1Y | +34.7% | +67.2% | -32.5% | +14.6% |
| 3Y | +49.0% | +87.3% | -38.3% | +14.8% |
| 5Y | +52.8% | -13.4% | +66.3% | +61.0% |
| All | +52.8% | -11.6% | +64.4% | +61.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 5y: compounded portfolio wealth divided by compounded RVTY 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…
5y analysis · Full analysis span regression · 6 months rolling