+389.6%
BE vs GSK
+24.6%
+365.0%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +0.2% | -3.0% | -2.8% |
| 7D | +23.9% | -3.6% | +27.5% | +22.5% |
| 30D | +27.8% | -5.9% | +33.8% | +25.6% |
| 3M | +3.7% | -4.3% | +8.0% | +2.4% |
| 6M | +78.0% | -10.8% | +88.7% | +76.7% |
| YTD | +209.9% | +1.8% | +208.1% | +198.3% |
| 1Y | +389.6% | +23.5% | +366.1% | +262.2% |
| All | +389.6% | +24.6% | +365.0% | +262.2% |
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