+123.6%
MSTR vs GSK
+51.0%
+72.6%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.9% | +0.5% | -1.0% |
| 7D | +12.2% | -1.8% | +14.0% | +12.6% |
| 30D | +45.2% | -2.2% | +47.3% | +45.8% |
| 3M | +10.4% | -1.8% | +12.2% | +10.6% |
| 6M | -2.5% | -10.6% | +8.1% | -0.1% |
| YTD | -6.0% | +4.4% | -10.4% | -7.7% |
| 1Y | -56.4% | +30.4% | -86.8% | -60.0% |
| 3Y | +306.3% | +60.1% | +246.2% | +212.5% |
| All | +123.6% | +51.0% | +72.6% | +88.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling