+13.1%
GSK vs ACWI
+14.9%
-1.8%
-22.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | +1.7% | +3.4% | +4.5% |
| 7D | +4.9% | -0.5% | +5.4% | +5.0% |
| 30D | +9.9% | -1.6% | +11.5% | +10.3% |
| 3M | +0.2% | -1.3% | +1.5% | +0.4% |
| 6M | +2.3% | +5.8% | -3.5% | -1.0% |
| YTD | +7.1% | +12.7% | -5.7% | -0.4% |
| 1Y | +13.1% | +15.0% | -1.9% | +4.3% |
| All | +13.1% | +14.9% | -1.8% | +4.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 ACWI 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