+3.1%
BTDR vs GSK
+31.2%
-28.2%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -1.9% | +5.9% | +3.5% |
| 7D | +20.0% | -1.8% | +21.8% | +19.5% |
| 30D | +11.9% | -2.2% | +14.1% | +11.6% |
| 3M | -36.9% | -1.8% | -35.1% | -37.0% |
| 6M | +56.5% | -10.6% | +67.1% | +53.4% |
| YTD | +10.4% | +4.4% | +6.0% | +17.3% |
| 1Y | +3.1% | +30.4% | -27.3% | +7.9% |
| All | +3.1% | +31.2% | -28.2% | +7.9% |
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