+152.0%
QQQM vs EQIX
+38.9%
+113.2%
-35.0%
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% | +0.4% |
| 7D | -0.6% | +0.2% | -0.7% | -0.6% |
| 30D | -1.2% | -2.5% | +1.3% | -0.3% |
| 3M | -0.1% | 0.0% | 0.0% | -0.5% |
| 6M | +18.0% | +7.6% | +10.3% | +14.1% |
| YTD | +16.7% | +37.5% | -20.8% | +2.0% |
| 1Y | +23.0% | +32.9% | -9.9% | +8.7% |
| 3Y | +93.3% | +42.8% | +50.6% | +62.3% |
| 5Y | +96.3% | +35.8% | +60.5% | +60.9% |
| All | +152.0% | +38.9% | +113.2% | +104.3% |
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