+81.9%
GSK vs WING
+359.3%
-277.4%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.0% | -0.8% | +0.1% |
| 7D | -3.6% | -2.3% | -1.3% | -3.4% |
| 30D | -5.9% | -5.6% | -0.3% | -5.6% |
| 3M | -4.3% | -22.9% | +18.7% | -2.7% |
| 6M | -10.8% | -50.4% | +39.6% | -6.3% |
| YTD | +1.8% | -53.3% | +55.1% | +7.0% |
| 1Y | +23.5% | -61.2% | +84.7% | +31.4% |
| 3Y | +49.5% | -30.1% | +79.6% | +48.3% |
| 5Y | +49.7% | -35.0% | +84.7% | +46.0% |
| 10Y | +81.9% | +375.5% | -293.6% | +44.3% |
| All | +81.9% | +359.3% | -277.4% | +44.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WING.
Daily Out/Under-Performance
Portfolio return minus WING return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WING 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 WING 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