+360.5%
BE vs GSK
+31.2%
+329.3%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -1.9% | +9.3% | +6.8% |
| 7D | +20.0% | -1.8% | +21.8% | +19.3% |
| 30D | +7.9% | -2.2% | +10.1% | +7.5% |
| 3M | -13.2% | -1.8% | -11.4% | -13.6% |
| 6M | +53.5% | -10.6% | +64.1% | +53.9% |
| YTD | +191.0% | +4.4% | +186.6% | +180.2% |
| 1Y | +360.5% | +30.4% | +330.1% | +222.2% |
| All | +360.5% | +31.2% | +329.3% | +222.2% |
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