+13.1%
GSK vs BN
-3.9%
+17.0%
-22.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | +6.1% | -1.0% | +3.8% |
| 7D | +4.9% | +12.0% | -7.0% | +2.7% |
| 30D | +9.9% | +17.0% | -7.1% | +6.7% |
| 3M | +0.2% | -3.2% | +3.4% | +0.7% |
| 6M | +2.3% | -3.9% | +6.2% | +2.8% |
| YTD | +7.1% | -5.6% | +12.7% | +6.1% |
| 1Y | +13.1% | -4.7% | +17.9% | +12.0% |
| All | +13.1% | -3.9% | +17.0% | +12.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN 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 BN 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