+238.7%
EQIX vs GSK
+174.1%
+64.6%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.7% | +3.2% | +1.8% |
| 7D | +1.3% | -4.2% | +5.5% | +3.3% |
| 30D | +0.3% | -7.5% | +7.9% | +3.8% |
| 3M | -1.6% | -3.3% | +1.7% | -0.7% |
| 6M | +12.2% | -9.3% | +21.5% | +16.2% |
| YTD | +38.0% | +1.6% | +36.4% | +34.7% |
| 1Y | +38.9% | +25.5% | +13.4% | +21.4% |
| 3Y | +43.8% | +49.3% | -5.4% | +11.3% |
| 5Y | +30.4% | +46.7% | -16.3% | -0.7% |
| 10Y | +238.6% | +76.8% | +161.8% | +126.0% |
| All | +238.7% | +174.1% | +64.6% | +41.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling