+490.4%
EQIX vs QSR
+206.0%
+284.4%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QSR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.6% | +1.8% | +0.6% |
| 7D | +2.3% | -2.4% | +4.7% | +2.9% |
| 30D | +0.4% | +5.7% | -5.2% | -1.0% |
| 3M | -1.1% | +6.9% | -8.1% | -3.1% |
| 6M | +11.5% | +6.9% | +4.6% | +9.0% |
| YTD | +38.2% | +14.9% | +23.3% | +32.1% |
| 1Y | +36.7% | +29.1% | +7.6% | +26.3% |
| 3Y | +44.1% | +26.1% | +18.0% | +32.6% |
| 5Y | +34.8% | +42.3% | -7.5% | +19.2% |
| 10Y | +248.8% | +134.0% | +114.8% | +160.7% |
| All | +490.4% | +206.0% | +284.4% | +305.6% |
Cumulative growth
Daily Returns
Daily percentage return beside QSR.
Daily Out/Under-Performance
Portfolio return minus QSR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QSR 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 QSR 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