+1,754.3%
GSK vs TECH
+101,598.5%
-99,844.2%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | 0.0% | -0.6% | -0.6% |
| 7D | +5.2% | +0.2% | +5.0% | +5.2% |
| 30D | +10.2% | +0.5% | +9.7% | +10.1% |
| 3M | -0.9% | +1.1% | -2.0% | -1.0% |
| 6M | +3.5% | +51.0% | -47.5% | -2.0% |
| YTD | +7.2% | +24.4% | -17.1% | +3.4% |
| 1Y | +12.0% | +27.4% | -15.4% | +7.6% |
| 3Y | +67.3% | +28.5% | +38.8% | +58.1% |
| 5Y | +45.3% | -40.9% | +86.1% | +48.7% |
| 10Y | +101.8% | +192.5% | -90.7% | +68.8% |
| All | +1,754.3% | +101,598.5% | -99,844.2% | +1,024.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling