+10.1%
NEE vs GSK
+47.3%
-37.2%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.2% | -1.6% | -1.5% |
| 7D | -0.5% | -3.6% | +3.0% | +0.3% |
| 30D | -1.7% | -5.9% | +4.2% | -0.4% |
| 3M | -1.8% | -4.3% | +2.4% | -1.1% |
| 6M | -8.8% | -10.8% | +2.0% | -6.7% |
| YTD | +5.2% | +1.8% | +3.4% | +4.2% |
| 1Y | +21.3% | +23.5% | -2.1% | +14.3% |
| 3Y | +35.2% | +49.5% | -14.3% | +19.7% |
| 5Y | +10.1% | +49.7% | -39.5% | -10.8% |
| All | +10.1% | +47.3% | -37.2% | -10.8% |
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 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