+4,681.2%
DELL vs GSK
+78.3%
+4,603.0%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.9% | +3.4% | +2.0% |
| 7D | +14.9% | -1.8% | +16.7% | +15.4% |
| 30D | +13.3% | -2.2% | +15.5% | +13.7% |
| 3M | +24.4% | -1.8% | +26.2% | +24.0% |
| 6M | +258.0% | -10.6% | +268.6% | +266.4% |
| YTD | +320.2% | +4.4% | +315.8% | +308.8% |
| 1Y | +319.1% | +30.4% | +288.6% | +278.5% |
| 3Y | +706.5% | +60.1% | +646.5% | +552.8% |
| 5Y | +1,071.9% | +46.8% | +1,025.1% | +860.4% |
| 10Y | +4,683.5% | +79.2% | +4,604.2% | +3,450.7% |
| All | +4,681.2% | +78.3% | +4,603.0% | +3,450.2% |
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