+64.3%
GSK vs ACWI
+76.1%
-11.7%
-28.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.2% | -2.4% | -1.6% |
| 7D | -1.1% | -0.7% | -0.4% | -0.9% |
| 30D | +7.8% | -2.0% | +9.8% | +8.5% |
| 3M | +0.3% | -2.2% | +2.5% | +0.9% |
| 6M | +3.4% | +1.9% | +1.6% | +2.4% |
| YTD | +5.9% | +12.0% | -6.1% | +0.9% |
| 1Y | +8.2% | +12.5% | -4.3% | +2.9% |
| All | +64.3% | +76.1% | -11.7% | +35.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling