+7,956.4%
QLD vs EQIX
+2,924.6%
+5,031.8%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | +4.1% | +2.7% | +3.7% |
| 7D | -1.4% | +6.1% | -7.6% | -5.3% |
| 30D | -19.6% | +2.8% | -22.4% | -20.8% |
| 3M | -14.1% | +1.6% | -15.8% | -14.9% |
| 6M | -13.6% | -0.7% | -12.9% | -13.5% |
| YTD | +12.5% | +39.7% | -27.2% | -13.9% |
| 1Y | +13.1% | +30.6% | -17.4% | -9.0% |
| 3Y | +154.7% | +48.4% | +106.3% | +81.8% |
| 5Y | +81.1% | +46.0% | +35.1% | +32.8% |
| 10Y | +1,418.0% | +267.7% | +1,150.3% | +480.2% |
| All | +7,956.4% | +2,924.6% | +5,031.8% | +527.3% |
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 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