+10.8%
BTDR vs GSK
+47.2%
-36.4%
-78.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | -1.0% | -5.4% | -6.9% |
| 7D | -3.2% | -5.4% | +2.2% | -5.1% |
| 30D | +32.7% | -4.6% | +37.3% | +30.6% |
| 3M | -28.4% | -5.1% | -23.3% | -29.3% |
| 6M | +51.7% | -11.4% | +63.1% | +45.7% |
| YTD | +2.9% | +0.7% | +2.1% | +5.5% |
| 1Y | -15.5% | +23.0% | -38.5% | -4.8% |
| All | +10.8% | +47.2% | -36.4% | +63.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling