+790.0%
NOW vs GSK
+76.8%
+713.2%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -2.7% | -2.3% | -4.2% |
| 7D | -6.1% | -4.2% | -1.9% | -4.8% |
| 30D | +7.5% | -7.5% | +15.0% | +10.0% |
| 3M | +17.5% | -3.3% | +20.8% | +18.5% |
| 6M | +7.9% | -9.3% | +17.3% | +10.3% |
| YTD | -12.4% | +1.6% | -14.0% | -14.7% |
| 1Y | -28.6% | +25.5% | -54.1% | -36.3% |
| 3Y | +11.8% | +49.3% | -37.4% | -10.8% |
| 5Y | +2.6% | +46.7% | -44.0% | -19.0% |
| 10Y | +790.0% | +76.8% | +713.2% | +563.0% |
| All | +790.0% | +76.8% | +713.2% | +563.0% |
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 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