+1,705.8%
GSK vs TECH
+101,053.8%
-99,348.0%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | 0.0% | -1.9% | -1.9% |
| 7D | -1.8% | +0.1% | -1.9% | -1.8% |
| 30D | -2.2% | +0.7% | -2.9% | -2.3% |
| 3M | -1.8% | +36.3% | -38.2% | -5.8% |
| 6M | -10.6% | +25.6% | -36.2% | -13.8% |
| YTD | +4.4% | +23.7% | -19.3% | +0.7% |
| 1Y | +30.4% | +37.6% | -7.2% | +23.9% |
| 3Y | +60.1% | -6.6% | +66.7% | +57.0% |
| 5Y | +46.8% | -42.2% | +89.0% | +50.6% |
| 10Y | +79.2% | +187.6% | -108.3% | +50.2% |
| All | +1,705.8% | +101,053.8% | -99,348.0% | +996.2% |
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