+950.7%
GS vs EQIX
+239.1%
+711.6%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.5% | -1.9% | -0.6% |
| 7D | -3.2% | -0.1% | -3.1% | -3.2% |
| 30D | -2.4% | -1.8% | -0.6% | -2.1% |
| 3M | -15.7% | -3.4% | -12.4% | -15.3% |
| 6M | -6.8% | -6.0% | -0.8% | -6.0% |
| YTD | -0.1% | +34.2% | -34.3% | -4.5% |
| 1Y | +12.1% | +26.2% | -14.2% | +8.1% |
| 3Y | +185.8% | +41.7% | +144.1% | +170.1% |
| 5Y | +140.1% | +43.1% | +97.0% | +125.3% |
| 10Y | +505.2% | +260.8% | +244.5% | +396.1% |
| All | +950.7% | +239.1% | +711.6% | +559.3% |
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