+82.1%
QLD vs EQIX
+50.1%
+32.0%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.8% | -0.7% | -1.0% |
| 7D | +7.0% | +4.1% | +2.9% | +3.7% |
| 30D | -14.3% | +5.8% | -20.1% | -17.7% |
| 3M | -16.0% | -1.4% | -14.6% | -14.7% |
| 6M | -14.2% | -1.2% | -13.0% | -13.7% |
| YTD | +12.8% | +39.6% | -26.9% | -16.4% |
| 1Y | +14.1% | +36.8% | -22.8% | -14.1% |
| 3Y | +146.0% | +47.3% | +98.7% | +65.7% |
| All | +82.1% | +50.1% | +32.0% | +21.3% |
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