+833.5%
QQQ vs EQIX
+249.3%
+584.3%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.2% | -0.5% | -0.3% |
| 7D | +1.0% | +2.3% | -1.3% | +0.7% |
| 30D | -0.6% | +0.4% | -1.1% | -0.7% |
| 3M | +1.3% | -1.1% | +2.4% | +1.4% |
| 6M | +18.1% | +11.5% | +6.7% | +16.3% |
| YTD | +16.9% | +38.2% | -21.3% | +11.5% |
| 1Y | +24.0% | +36.7% | -12.7% | +18.4% |
| 3Y | +95.6% | +44.1% | +51.5% | +84.8% |
| 5Y | +94.5% | +34.8% | +59.7% | +84.7% |
| 10Y | +571.7% | +248.8% | +322.9% | +467.7% |
| All | +833.5% | +249.3% | +584.3% | +492.7% |
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