+726.7%
IVV vs EQIX
+257.6%
+469.1%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.7% | -0.4% | +1.1% |
| 7D | -0.9% | +1.3% | -2.2% | -1.0% |
| 30D | -2.3% | +3.4% | -5.8% | -2.7% |
| 3M | -1.2% | +3.9% | -5.1% | -1.6% |
| 6M | +3.3% | -0.7% | +4.0% | +3.3% |
| YTD | +12.3% | +41.5% | -29.2% | +8.1% |
| 1Y | +12.5% | +32.9% | -20.3% | +9.0% |
| 3Y | +79.2% | +48.3% | +30.8% | +71.1% |
| 5Y | +75.6% | +52.3% | +23.3% | +66.7% |
| 10Y | +313.4% | +298.6% | +14.8% | +259.8% |
| All | +726.7% | +257.6% | +469.1% | +505.3% |
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