+291.6%
ETR vs GSK
+80.0%
+211.5%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | GSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.0% | -0.3% | -1.0% |
| 7D | -1.9% | -5.4% | +3.5% | 0.0% |
| 30D | -0.2% | -4.6% | +4.4% | +1.4% |
| 3M | -3.7% | -5.1% | +1.4% | -2.3% |
| 6M | +2.1% | -11.4% | +13.5% | +6.1% |
| YTD | +16.5% | +0.7% | +15.7% | +14.8% |
| 1Y | +22.5% | +23.0% | -0.5% | +11.2% |
| 3Y | +144.7% | +48.0% | +96.7% | +98.7% |
| 5Y | +125.2% | +48.2% | +77.0% | +77.1% |
| All | +291.6% | +80.0% | +211.5% | +179.8% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling