+14.6%
QCOM vs EQIX
+47.3%
-32.7%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +4.1% | -0.5% | +1.7% |
| 7D | +5.8% | +6.1% | -0.3% | +3.1% |
| 30D | -2.3% | +2.8% | -5.1% | -3.2% |
| 3M | +2.7% | +1.6% | +1.1% | +2.1% |
| 6M | -21.0% | -0.7% | -20.3% | -20.7% |
| YTD | +1.8% | +39.7% | -37.9% | -13.4% |
| 1Y | +2.4% | +30.6% | -28.2% | -10.1% |
| 3Y | +52.1% | +48.4% | +3.7% | +22.2% |
| 5Y | +14.6% | +46.0% | -31.4% | -9.1% |
| All | +14.6% | +47.3% | -32.7% | -9.1% |
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