+570.0%
AVGO vs GSK
+44.4%
+525.6%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | +0.5% | -5.3% | -4.8% |
| 7D | +18.2% | +1.1% | +17.0% | +18.1% |
| 30D | +0.2% | +6.3% | -6.1% | +0.2% |
| 3M | -16.8% | +1.8% | -18.6% | -16.8% |
| 6M | -16.5% | +1.7% | -18.1% | -16.6% |
| YTD | +0.8% | +6.5% | -5.7% | +0.3% |
| 1Y | +2.8% | +9.5% | -6.7% | +2.0% |
| 3Y | +278.5% | +65.3% | +213.2% | +249.1% |
| All | +570.0% | +44.4% | +525.6% | +495.7% |
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