+25.6%
MET vs GSK
+22.9%
+2.7%
-17.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.0% | +2.2% | +1.4% |
| 7D | -2.5% | -5.4% | +2.9% | -1.4% |
| 30D | 0.0% | -4.6% | +4.6% | +0.9% |
| 3M | +13.1% | -5.1% | +18.2% | +14.2% |
| 6M | +39.0% | -11.4% | +50.4% | +41.5% |
| YTD | +25.2% | +0.7% | +24.5% | +24.2% |
| 1Y | +25.6% | +23.0% | +2.6% | +22.0% |
| All | +25.6% | +22.9% | +2.7% | +22.0% |
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