+62.1%
DAL vs GSK
+14.9%
+47.2%
-22.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.2% | +5.0% | +2.1% | +5.6% |
| 7D | +11.1% | +4.9% | +6.1% | +9.4% |
| 30D | +7.7% | +9.9% | -2.2% | +4.8% |
| 3M | -3.5% | +0.2% | -3.7% | -3.6% |
| 6M | +31.3% | +2.3% | +29.0% | +30.1% |
| YTD | +30.0% | +7.1% | +22.9% | +29.6% |
| 1Y | +62.1% | +13.1% | +49.0% | +58.9% |
| All | +62.1% | +14.9% | +47.2% | +58.9% |
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