-58.6%
MSTR vs GSK
+26.4%
-85.0%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -2.7% | -1.7% | -4.3% |
| 7D | +9.3% | -4.2% | +13.5% | +9.5% |
| 30D | +36.5% | -7.5% | +44.0% | +36.7% |
| 3M | +7.3% | -3.3% | +10.6% | +7.4% |
| 6M | +2.2% | -9.3% | +11.6% | +2.6% |
| YTD | -10.2% | +1.6% | -11.8% | -9.5% |
| 1Y | -58.6% | +25.5% | -84.1% | -59.7% |
| All | -58.6% | +26.4% | -85.0% | -59.7% |
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