+133.9%
HL vs GSK
+31.2%
+102.6%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.9% | -0.6% | -2.3% |
| 7D | +1.5% | -1.8% | +3.3% | +1.6% |
| 30D | +25.1% | -2.2% | +27.2% | +25.3% |
| 3M | +22.9% | -1.8% | +24.7% | +23.0% |
| 6M | -4.9% | -10.6% | +5.7% | -4.9% |
| YTD | +7.8% | +4.4% | +3.4% | +10.7% |
| 1Y | +133.9% | +30.4% | +103.5% | +146.0% |
| All | +133.9% | +31.2% | +102.6% | +146.0% |
Cumulative growth
Daily Returns
Daily percentage return beside GSK.
Daily Out/Under-Performance
Portfolio return minus GSK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GSK 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 GSK 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