+6.8%
NOW vs GSK
+48.0%
-41.2%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -1.9% | -1.0% | -2.7% |
| 7D | -2.4% | -1.8% | -0.6% | -2.2% |
| 30D | +20.5% | -2.2% | +22.7% | +20.8% |
| 3M | +18.3% | -1.8% | +20.2% | +18.6% |
| 6M | +24.1% | -10.6% | +34.7% | +25.7% |
| YTD | -7.8% | +4.4% | -12.2% | -9.8% |
| 1Y | -21.4% | +30.4% | -51.8% | -27.1% |
| 3Y | +19.5% | +60.1% | -40.5% | +1.3% |
| All | +6.8% | +48.0% | -41.2% | -11.7% |
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 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