+11.7%
DASH vs GSK
+68.6%
-56.9%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -1.9% | -2.7% | -4.5% |
| 7D | -10.6% | -1.8% | -8.7% | -10.4% |
| 30D | +2.2% | -2.2% | +4.3% | +2.3% |
| 3M | +32.3% | -1.8% | +34.1% | +32.4% |
| 6M | +19.1% | -10.6% | +29.7% | +19.9% |
| YTD | -6.5% | +4.4% | -10.9% | -7.3% |
| 1Y | -14.9% | +30.4% | -45.3% | -17.6% |
| 3Y | +151.9% | +60.1% | +91.9% | +132.9% |
| 5Y | +9.4% | +46.8% | -37.3% | +2.5% |
| All | +11.7% | +68.6% | -56.9% | +9.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling