+15.0%
GSK vs Q
+78.4%
-63.5%
-18.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.8% | -1.6% | +0.2% |
| 7D | -3.6% | +6.6% | -10.2% | -3.4% |
| 30D | -5.9% | -6.6% | +0.6% | -6.0% |
| 3M | -4.3% | -13.2% | +9.0% | -4.7% |
| 6M | -10.8% | +9.9% | -20.7% | -12.4% |
| YTD | +1.8% | +53.9% | -52.2% | -1.2% |
| All | +15.0% | +78.4% | -63.5% | +13.3% |
Cumulative growth
Daily Returns
Daily percentage return beside Q.
Daily Out/Under-Performance
Portfolio return minus Q return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Q 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 Q 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