+55.3%
BE vs GSK
+14.9%
+40.4%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +5.0% | -11.4% | -1.9% |
| 7D | -12.1% | +4.9% | -17.1% | -7.8% |
| 30D | -30.1% | +9.9% | -40.0% | -23.3% |
| 3M | -12.1% | +0.2% | -12.3% | -9.5% |
| 6M | -30.6% | +2.3% | -32.9% | -26.8% |
| YTD | +130.6% | +7.1% | +123.6% | +174.0% |
| 1Y | +55.3% | +13.1% | +42.2% | +90.3% |
| All | +55.3% | +14.9% | +40.4% | +90.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling