+8.2%
GSK vs TECH
+26.2%
-18.0%
-22.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | 0.0% | -1.2% | -1.2% |
| 7D | -1.1% | +0.1% | -1.2% | -1.1% |
| 30D | +7.8% | +0.3% | +7.5% | +7.8% |
| 3M | +0.3% | +1.0% | -0.7% | +0.2% |
| 6M | +3.4% | +54.0% | -50.5% | -2.2% |
| YTD | +5.9% | +24.3% | -18.4% | +2.5% |
| 1Y | +8.2% | +23.7% | -15.5% | +4.7% |
| All | +8.2% | +26.2% | -18.0% | +4.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 TECH 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