+271,732.3%
AMZN vs GSK
+332.2%
+271,400.1%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.2% | -0.5% | -1.2% |
| 7D | +0.1% | -1.1% | +1.1% | +0.5% |
| 30D | +2.6% | +7.8% | -5.3% | -0.7% |
| 3M | -2.2% | +0.3% | -2.5% | -2.7% |
| 6M | -1.0% | +3.4% | -4.5% | -3.3% |
| YTD | +15.3% | +5.9% | +9.4% | +10.7% |
| 1Y | +6.9% | +8.2% | -1.4% | +1.6% |
| 3Y | +85.4% | +65.3% | +20.1% | +40.9% |
| 5Y | +53.3% | +43.3% | +10.0% | +21.5% |
| 10Y | +620.3% | +102.9% | +517.4% | +368.2% |
| All | +271,732.3% | +332.2% | +271,400.1% | +101,028.2% |
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