+44.4%
GSK vs HAS
+48.2%
-3.9%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.8% | +1.3% | +0.6% |
| 7D | +1.1% | +1.4% | -0.2% | +1.0% |
| 30D | +6.3% | +26.3% | -19.9% | +3.5% |
| 3M | +1.8% | +25.6% | -23.8% | -0.9% |
| 6M | +1.7% | +30.3% | -28.6% | -1.7% |
| YTD | +6.5% | +50.4% | -43.8% | +1.5% |
| 1Y | +9.5% | +57.7% | -48.2% | +3.8% |
| 3Y | +65.3% | +213.4% | -148.1% | +47.7% |
| All | +44.4% | +48.2% | -3.9% | +41.3% |
Cumulative growth
Daily Returns
Daily percentage return beside HAS.
Daily Out/Under-Performance
Portfolio return minus HAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAS 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 5y: compounded portfolio wealth divided by compounded HAS 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…
5y analysis · Full analysis span regression · 6 months rolling