+31,416.6%
AVGO vs GSK
+202.4%
+31,214.2%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.9% | +2.1% | +1.0% |
| 7D | -3.0% | -1.8% | -1.1% | -2.3% |
| 30D | -14.4% | -2.2% | -12.3% | -13.9% |
| 3M | -14.4% | -1.8% | -12.6% | -14.6% |
| 6M | +13.1% | -10.6% | +23.7% | +16.8% |
| YTD | +3.8% | +4.4% | -0.6% | -0.4% |
| 1Y | +17.8% | +30.4% | -12.6% | +1.2% |
| 3Y | +325.3% | +60.1% | +265.2% | +212.6% |
| 5Y | +689.9% | +46.8% | +643.1% | +490.4% |
| 10Y | +2,597.0% | +79.2% | +2,517.8% | +1,641.0% |
| All | +31,416.6% | +202.4% | +31,214.2% | +13,290.5% |
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