+699.7%
GLD vs EQIX
+3,564.0%
-2,864.3%
-45.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +0.4% | -3.3% | -2.8% |
| 7D | -5.5% | +7.6% | -13.0% | -5.8% |
| 30D | -7.0% | +5.2% | -12.3% | -7.3% |
| 3M | -12.4% | +0.8% | -13.2% | -12.4% |
| 6M | -18.0% | +0.2% | -18.3% | -18.1% |
| YTD | -10.5% | +42.2% | -52.6% | -11.9% |
| 1Y | -8.1% | +34.7% | -42.8% | -9.3% |
| 3Y | +97.7% | +49.0% | +48.7% | +93.6% |
| 5Y | +103.4% | +52.8% | +50.6% | +98.3% |
| 10Y | +203.1% | +300.4% | -97.3% | +185.3% |
| All | +699.7% | +3,564.0% | -2,864.3% | +565.3% |
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