+20.1%
GSK vs SMTC
+169.6%
-149.5%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +5.1% | -5.1% | +0.1% |
| 7D | -3.5% | +13.1% | -16.6% | -3.4% |
| 30D | -3.4% | +19.5% | -22.9% | -3.3% |
| 3M | -8.1% | +2.2% | -10.4% | -7.5% |
| 6M | -11.1% | +94.9% | -106.0% | -14.5% |
| YTD | +0.7% | +127.0% | -126.2% | -4.0% |
| 1Y | +20.1% | +174.6% | -154.4% | +10.5% |
| All | +20.1% | +169.6% | -149.5% | +10.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SMTC.
Daily Out/Under-Performance
Portfolio return minus SMTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SMTC 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 SMTC 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