+38.0%
IGV vs EQIX
+40.7%
-2.7%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.8% | +1.2% | -0.1% |
| 7D | -5.4% | -1.6% | -3.7% | -4.9% |
| 30D | -2.6% | -0.4% | -2.3% | -2.6% |
| 3M | +10.5% | -0.9% | +11.5% | +10.3% |
| 6M | +18.2% | +8.1% | +10.0% | +14.3% |
| YTD | -4.2% | +35.7% | -39.9% | -15.3% |
| 1Y | -9.8% | +34.0% | -43.8% | -19.9% |
| All | +38.0% | +40.7% | -2.7% | +23.0% |
Cumulative growth
Daily Returns
Daily percentage return beside EQIX.
Daily Out/Under-Performance
Portfolio return minus EQIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQIX 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 3y: compounded portfolio wealth divided by compounded EQIX 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…
3y analysis · Full analysis span regression · 6 months rolling