+58.2%
QQQI vs EQIX
+32.6%
+25.6%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.4% | -0.5% | +0.6% |
| 7D | -0.3% | +0.2% | -0.5% | -0.4% |
| 30D | -0.3% | -2.5% | +2.2% | +0.3% |
| 3M | +1.3% | 0.0% | +1.4% | +1.1% |
| 6M | +11.5% | +7.6% | +3.8% | +9.0% |
| YTD | +11.3% | +37.5% | -26.2% | +1.5% |
| 1Y | +16.9% | +32.9% | -16.0% | +7.5% |
| All | +58.2% | +32.6% | +25.6% | +45.6% |
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