+1,754.3%
GSK vs GEN
+8,652.2%
-6,897.9%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.7% | -1.3% | -0.7% |
| 7D | +5.2% | +1.0% | +4.2% | +5.1% |
| 30D | +10.2% | +29.1% | -18.9% | +7.5% |
| 3M | -0.9% | +2.9% | -3.8% | -1.5% |
| 6M | +3.5% | +33.6% | -30.1% | +0.2% |
| YTD | +7.2% | +12.0% | -4.8% | +5.2% |
| 1Y | +12.0% | +16.2% | -4.2% | +9.5% |
| 3Y | +67.3% | +65.1% | +2.3% | +57.4% |
| 5Y | +45.3% | +33.3% | +12.0% | +38.2% |
| 10Y | +101.8% | +149.7% | -47.9% | +76.8% |
| All | +1,754.3% | +8,652.2% | -6,897.9% | +780.6% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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