+34.0%
EQIX vs GSK
+47.2%
-13.2%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.0% | -0.8% | -1.6% |
| 7D | -1.6% | -5.4% | +3.8% | -0.6% |
| 30D | -0.4% | -4.6% | +4.2% | +0.5% |
| 3M | -0.9% | -5.1% | +4.2% | -0.1% |
| 6M | +8.1% | -11.4% | +19.6% | +10.5% |
| YTD | +35.7% | +0.7% | +34.9% | +34.5% |
| 1Y | +34.0% | +23.0% | +10.9% | +26.5% |
| 3Y | +41.4% | +48.0% | -6.6% | +25.1% |
| 5Y | +34.0% | +48.2% | -14.2% | +10.1% |
| All | +34.0% | +47.2% | -13.2% | +10.1% |
Cumulative growth
Daily Returns
Daily percentage return beside GSK.
Daily Out/Under-Performance
Portfolio return minus GSK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GSK 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 5y: compounded portfolio wealth divided by compounded GSK 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…
5y analysis · Full analysis span regression · 6 months rolling