+105.2%
GSK vs SPXU
-99.5%
+204.7%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.2% | -0.7% | +0.7% |
| 7D | +1.1% | -7.6% | +8.7% | 0.0% |
| 30D | +6.3% | +5.3% | +1.0% | +7.5% |
| 3M | +1.8% | +9.6% | -7.8% | +3.6% |
| 6M | +1.7% | -4.5% | +6.2% | +1.5% |
| YTD | +6.5% | -25.9% | +32.4% | +2.8% |
| 1Y | +9.5% | -28.9% | +38.4% | +5.1% |
| 3Y | +65.3% | -80.5% | +145.8% | +32.8% |
| 5Y | +43.7% | -83.4% | +127.1% | +20.3% |
| All | +105.2% | -99.5% | +204.7% | +4.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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