+105.2%
GSK vs HDB
+63.5%
+41.7%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.5% | +0.1% | +0.4% |
| 7D | +1.1% | +2.7% | -1.6% | +0.6% |
| 30D | +6.3% | +14.1% | -7.8% | +3.5% |
| 3M | +1.8% | +11.8% | -10.0% | -0.6% |
| 6M | +1.7% | +8.2% | -6.5% | -0.3% |
| YTD | +6.5% | -29.3% | +35.9% | +13.3% |
| 1Y | +9.5% | -28.8% | +38.3% | +16.3% |
| 3Y | +65.3% | -7.5% | +72.8% | +64.7% |
| 5Y | +43.7% | -23.1% | +66.8% | +46.4% |
| All | +105.2% | +63.5% | +41.7% | +75.6% |
Cumulative growth
Daily Returns
Daily percentage return beside HDB.
Daily Out/Under-Performance
Portfolio return minus HDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HDB 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 HDB 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