-42.3%
MSTR vs GSK
+14.9%
-57.2%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +5.0% | +0.1% | +4.9% |
| 7D | -1.8% | +4.9% | -6.7% | -2.0% |
| 30D | -13.3% | +9.9% | -23.2% | -13.9% |
| 3M | +46.0% | +0.2% | +45.8% | +45.9% |
| 6M | -22.4% | +2.3% | -24.8% | -22.6% |
| YTD | -6.2% | +7.1% | -13.3% | -5.3% |
| 1Y | -42.3% | +13.1% | -55.4% | -43.8% |
| All | -42.3% | +14.9% | -57.2% | -43.8% |
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