+20.1%
GSK vs EAT
+37.8%
-17.6%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.0% | +1.0% | 0.0% |
| 7D | -3.5% | -7.7% | +4.2% | -3.6% |
| 30D | -3.4% | -13.6% | +10.1% | -3.7% |
| 3M | -8.1% | +33.9% | -42.0% | -7.5% |
| 6M | -11.1% | +47.2% | -58.3% | -9.4% |
| YTD | +0.7% | +48.1% | -47.3% | +3.3% |
| 1Y | +20.1% | +33.7% | -13.5% | +19.4% |
| All | +20.1% | +37.8% | -17.6% | +19.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EAT.
Daily Out/Under-Performance
Portfolio return minus EAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EAT 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 EAT 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