+45.9%
EQIX vs IONS
-11.8%
+57.7%
-39.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +6.4% | -8.2% | -2.4% |
| 7D | +4.1% | -26.3% | +30.3% | +6.7% |
| 30D | +5.8% | -31.9% | +37.8% | +9.4% |
| 3M | -1.4% | -48.0% | +46.6% | +4.7% |
| 6M | -1.2% | -62.6% | +61.3% | +7.8% |
| YTD | +39.6% | -63.3% | +102.9% | +52.4% |
| 1Y | +36.8% | -58.4% | +95.2% | +46.9% |
| 3Y | +47.3% | -38.2% | +85.5% | +45.6% |
| All | +45.9% | -11.8% | +57.7% | +31.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IONS.
Daily Out/Under-Performance
Portfolio return minus IONS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IONS 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 IONS 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