+250.2%
DOCN vs GSK
+31.2%
+218.9%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -1.9% | +4.7% | +2.3% |
| 7D | +1.1% | -1.8% | +3.0% | +0.6% |
| 30D | -9.6% | -2.2% | -7.5% | -9.9% |
| 3M | -37.7% | -1.8% | -35.9% | -37.7% |
| 6M | +115.2% | -10.6% | +125.8% | +116.5% |
| YTD | +133.7% | +4.4% | +129.3% | +133.2% |
| 1Y | +250.2% | +30.4% | +219.7% | +248.2% |
| All | +250.2% | +31.2% | +218.9% | +248.2% |
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 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