+13.1%
GSK vs UUUU
-55.1%
+68.2%
-22.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | -0.8% | +5.9% | +5.0% |
| 7D | +4.9% | -14.4% | +19.4% | +4.6% |
| 30D | +9.9% | -33.6% | +43.5% | +9.0% |
| 3M | +0.2% | -44.2% | +44.3% | -0.8% |
| 6M | +2.3% | -66.8% | +69.1% | +0.7% |
| YTD | +7.1% | -50.6% | +57.7% | +4.5% |
| 1Y | +13.1% | -57.8% | +70.9% | +10.5% |
| All | +13.1% | -55.1% | +68.2% | +10.5% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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