+452.9%
NFLX vs GSK
+103.9%
+349.0%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +0.1% | -2.9% | -2.9% |
| 7D | -4.4% | +0.5% | -4.8% | -4.5% |
| 30D | -11.0% | +9.4% | -20.5% | -13.2% |
| 3M | -15.5% | +1.6% | -17.1% | -15.9% |
| 6M | -28.5% | +1.3% | -29.8% | -28.8% |
| YTD | -33.1% | +6.0% | -39.1% | -34.6% |
| 1Y | -45.8% | +9.1% | -54.9% | -47.5% |
| 3Y | +40.2% | +65.4% | -25.2% | +15.8% |
| 5Y | -8.2% | +43.0% | -51.1% | -21.1% |
| All | +452.9% | +103.9% | +349.0% | +307.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling