+76.7%
GSK vs UUUU
+495.2%
-418.5%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -6.3% | +5.3% | -0.8% |
| 7D | -5.4% | -5.0% | -0.4% | -5.2% |
| 30D | -4.6% | -7.8% | +3.2% | -4.4% |
| 3M | -5.1% | -0.4% | -4.7% | -5.3% |
| 6M | -11.4% | -32.9% | +21.5% | -10.6% |
| YTD | +0.7% | -6.3% | +7.0% | -0.4% |
| 1Y | +23.0% | +7.9% | +15.1% | +20.0% |
| 3Y | +48.0% | +85.2% | -37.2% | +37.8% |
| 5Y | +48.2% | +97.0% | -48.8% | +33.6% |
| All | +76.7% | +495.2% | -418.5% | +33.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling