+56.9%
IONQ vs EQIX
+47.3%
+9.5%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +4.1% | +4.2% | +4.4% |
| 7D | +25.5% | +6.1% | +19.3% | +19.4% |
| 30D | -11.4% | +2.8% | -14.2% | -12.9% |
| 3M | -20.5% | +1.6% | -22.1% | -21.1% |
| 6M | -28.2% | -0.7% | -27.5% | -27.7% |
| YTD | -21.2% | +39.7% | -61.0% | -44.6% |
| 1Y | -40.4% | +30.6% | -71.0% | -54.9% |
| 3Y | +214.7% | +48.4% | +166.3% | +104.5% |
| 5Y | +56.9% | +46.0% | +10.8% | +10.3% |
| All | +56.9% | +47.3% | +9.5% | +10.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling