+1,742.6%
GSK vs TECH
+101,570.6%
-99,828.0%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.1% | +0.6% | +0.5% |
| 7D | +1.1% | 0.0% | +1.1% | +1.1% |
| 30D | +6.3% | +0.4% | +5.9% | +6.3% |
| 3M | +1.8% | +1.0% | +0.8% | +1.7% |
| 6M | +1.7% | +62.7% | -61.0% | -4.6% |
| YTD | +6.5% | +24.3% | -17.8% | +2.7% |
| 1Y | +9.5% | +20.5% | -11.0% | +5.9% |
| 3Y | +65.3% | +29.3% | +36.0% | +56.1% |
| 5Y | +43.7% | -41.0% | +84.7% | +47.2% |
| 10Y | +104.1% | +189.2% | -85.1% | +71.0% |
| All | +1,742.6% | +101,570.6% | -99,828.0% | +1,017.8% |
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