+105.2%
GSK vs FIVN
+86.2%
+19.0%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -3.1% | +3.6% | +0.7% |
| 7D | +1.1% | -2.8% | +4.0% | +1.3% |
| 30D | +6.3% | -17.4% | +23.8% | +7.1% |
| 3M | +1.8% | -19.2% | +21.0% | +2.5% |
| 6M | +1.7% | +29.4% | -27.7% | -0.1% |
| YTD | +6.5% | +36.3% | -29.7% | +4.0% |
| 1Y | +9.5% | +33.5% | -24.0% | +6.9% |
| 3Y | +65.3% | -56.8% | +122.1% | +70.0% |
| 5Y | +43.7% | -83.0% | +126.7% | +54.9% |
| All | +105.2% | +86.2% | +19.0% | +77.0% |
Cumulative growth
Daily Returns
Daily percentage return beside FIVN.
Daily Out/Under-Performance
Portfolio return minus FIVN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIVN 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 10y: compounded portfolio wealth divided by compounded FIVN 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…
10y analysis · Full analysis span regression · 6 months rolling