+30,513.3%
AVGO vs GSK
+208.6%
+30,304.7%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | +0.5% | -5.3% | -5.0% |
| 7D | +18.2% | +1.1% | +17.0% | +17.7% |
| 30D | +0.2% | +6.3% | -6.1% | -2.4% |
| 3M | -16.8% | +1.8% | -18.6% | -18.0% |
| 6M | -16.5% | +1.7% | -18.1% | -18.5% |
| YTD | +0.8% | +6.5% | -5.7% | -4.5% |
| 1Y | +2.8% | +9.5% | -6.7% | -4.0% |
| 3Y | +278.5% | +65.3% | +213.2% | +173.9% |
| 5Y | +573.1% | +43.7% | +529.3% | +410.7% |
| 10Y | +2,598.7% | +104.1% | +2,494.5% | +1,501.9% |
| All | +30,513.3% | +208.6% | +30,304.7% | +12,735.9% |
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