+213.3%
GLD vs GSK
+76.8%
+136.5%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | GSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -2.7% | +1.0% | -1.5% |
| 7D | +0.7% | -4.2% | +4.9% | +1.1% |
| 30D | +0.3% | -7.5% | +7.8% | +1.0% |
| 3M | +0.6% | -3.3% | +3.9% | +0.8% |
| 6M | -15.6% | -9.3% | -6.3% | -14.9% |
| YTD | +0.9% | +1.6% | -0.7% | +0.6% |
| 1Y | +19.4% | +25.5% | -6.1% | +16.7% |
| 3Y | +124.5% | +49.3% | +75.2% | +114.3% |
| 5Y | +138.9% | +46.7% | +92.3% | +126.6% |
| 10Y | +213.3% | +76.8% | +136.5% | +186.2% |
| All | +213.3% | +76.8% | +136.5% | +186.2% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling