+1,733.0%
GSK vs BEN
+5,129.3%
-3,396.3%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.2% | +1.3% | +0.3% |
| 7D | +0.5% | +11.3% | -10.9% | -1.9% |
| 30D | +9.4% | +15.0% | -5.6% | +6.0% |
| 3M | +1.6% | +7.8% | -6.3% | -0.3% |
| 6M | +1.3% | +15.5% | -14.2% | -2.2% |
| YTD | +6.0% | +55.4% | -49.4% | -4.5% |
| 1Y | +9.1% | +63.3% | -54.2% | -2.9% |
| 3Y | +65.4% | +83.4% | -18.0% | +40.2% |
| 5Y | +43.0% | +28.1% | +14.9% | +28.7% |
| 10Y | +103.1% | +59.1% | +44.0% | +63.7% |
| All | +1,733.0% | +5,129.3% | -3,396.3% | +459.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 all: compounded portfolio wealth divided by compounded BEN 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…
all analysis · Full analysis span regression · 6 months rolling