+9,127.5%
QLD vs EQIX
+2,871.5%
+6,256.0%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.5% | +0.8% | +0.7% |
| 7D | +0.6% | -0.8% | +1.4% | +1.2% |
| 30D | -0.1% | -1.4% | +1.3% | +0.8% |
| 3M | -8.4% | -4.4% | -3.9% | -5.9% |
| 6M | +32.2% | +7.9% | +24.3% | +24.0% |
| YTD | +28.9% | +37.3% | -8.4% | -0.5% |
| 1Y | +43.8% | +37.8% | +6.0% | +10.1% |
| 3Y | +176.6% | +42.0% | +134.6% | +102.6% |
| 5Y | +121.6% | +29.6% | +91.9% | +75.6% |
| 10Y | +1,652.9% | +238.3% | +1,414.6% | +606.4% |
| All | +9,127.5% | +2,871.5% | +6,256.0% | +624.8% |
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