-3.7%
FISV vs GSK
+14.9%
-18.6%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +5.0% | +1.2% | +4.9% |
| 7D | +29.6% | +4.9% | +24.7% | +28.0% |
| 30D | +34.5% | +9.9% | +24.6% | +31.2% |
| 3M | +11.2% | +0.2% | +11.1% | +11.1% |
| 6M | -1.2% | +2.3% | -3.5% | -1.7% |
| YTD | -7.6% | +7.1% | -14.7% | -9.9% |
| 1Y | -3.7% | +13.1% | -16.8% | -7.5% |
| All | -3.7% | +14.9% | -18.6% | -7.5% |
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