+945.1%
IGV vs EQIX
+3,126.9%
-2,181.8%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.2% | -1.0% | -0.8% |
| 7D | -1.5% | +2.3% | -3.9% | -1.9% |
| 30D | -3.0% | +0.4% | -3.5% | -3.1% |
| 3M | +9.6% | -1.1% | +10.7% | +9.6% |
| 6M | +16.1% | +11.5% | +4.7% | +13.6% |
| YTD | -3.6% | +38.2% | -41.9% | -9.4% |
| 1Y | -7.8% | +36.7% | -44.5% | -13.2% |
| 3Y | +40.0% | +44.1% | -4.1% | +30.1% |
| 5Y | +21.2% | +34.8% | -13.6% | +13.6% |
| 10Y | +364.4% | +248.8% | +115.6% | +277.5% |
| All | +945.1% | +3,126.9% | -2,181.8% | +493.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling