+1,428.5%
IBKR vs EQIX
+1,574.2%
-145.6%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +1.4% | +0.8% | +1.7% |
| 7D | -1.3% | +0.2% | -1.5% | -1.4% |
| 30D | -0.2% | -2.5% | +2.3% | +0.7% |
| 3M | +3.0% | 0.0% | +3.0% | +2.8% |
| 6M | +33.9% | +7.6% | +26.2% | +30.2% |
| YTD | +42.5% | +37.5% | +5.0% | +26.4% |
| 1Y | +44.9% | +32.9% | +12.0% | +29.9% |
| 3Y | +293.0% | +42.8% | +250.3% | +238.3% |
| 5Y | +497.7% | +35.8% | +461.8% | +409.0% |
| 10Y | +1,004.4% | +247.0% | +757.4% | +529.5% |
| All | +1,428.5% | +1,574.2% | -145.6% | +265.0% |
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 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