+0.4%
CMS vs GSK
+26.4%
-26.1%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-08 to 2026-09-08.
| Period | Portfolio | GSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.7% | +3.2% | +0.9% |
| 7D | +1.2% | -4.2% | +5.4% | +1.9% |
| 30D | -3.2% | -7.5% | +4.4% | -1.9% |
| 3M | -2.2% | -3.3% | +1.1% | -1.7% |
| 6M | -9.4% | -9.3% | -0.1% | -8.2% |
| YTD | +0.7% | +1.6% | -0.9% | +1.1% |
| 1Y | +0.4% | +25.5% | -25.1% | -0.1% |
| All | +0.4% | +26.4% | -26.1% | -0.1% |
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 2025-09-08 to 2026-09-08: 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…
2025-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling