+70,760.1%
BBY vs GSK
+1,660.2%
+69,099.8%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.2% | -1.6% | -1.5% |
| 7D | +1.2% | -3.6% | +4.8% | +2.5% |
| 30D | +6.8% | -5.9% | +12.7% | +9.1% |
| 3M | +18.7% | -4.3% | +23.0% | +20.2% |
| 6M | +37.3% | -10.8% | +48.1% | +42.0% |
| YTD | +35.3% | +1.8% | +33.5% | +33.1% |
| 1Y | +20.7% | +23.5% | -2.8% | +10.3% |
| 3Y | +39.4% | +49.5% | -10.1% | +16.1% |
| 5Y | -1.5% | +49.7% | -51.1% | -19.7% |
| 10Y | +239.8% | +81.9% | +157.9% | +154.0% |
| All | +70,760.1% | +1,660.2% | +69,099.8% | +25,009.4% |
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