+242.8%
EQIX vs IONS
+142.2%
+100.6%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +6.4% | -8.2% | -2.9% |
| 7D | +4.1% | -26.3% | +30.3% | +8.8% |
| 30D | +5.8% | -31.9% | +37.8% | +12.1% |
| 3M | -1.4% | -48.0% | +46.6% | +9.1% |
| 6M | -1.2% | -62.6% | +61.3% | +14.6% |
| YTD | +39.6% | -63.3% | +102.9% | +62.0% |
| 1Y | +36.8% | -58.4% | +95.2% | +55.1% |
| 3Y | +47.3% | -38.2% | +85.5% | +50.0% |
| 5Y | +50.1% | -11.1% | +61.2% | +39.3% |
| 10Y | +293.3% | -31.7% | +325.0% | +250.2% |
| All | +242.8% | +142.2% | +100.6% | +30.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling