+1,972.6%
NOW vs GSK
+123.3%
+1,849.3%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.2% | -0.2% | -0.3% |
| 7D | -3.0% | +1.7% | -4.7% | -3.6% |
| 30D | -26.0% | +7.0% | -33.1% | -28.0% |
| 3M | -13.1% | -2.7% | -10.5% | -12.4% |
| 6M | +14.5% | +1.4% | +13.1% | +13.0% |
| YTD | -33.4% | +5.3% | -38.8% | -36.4% |
| 1Y | -40.6% | +10.6% | -51.3% | -44.6% |
| 3Y | -16.3% | +62.6% | -78.9% | -37.8% |
| 5Y | -26.3% | +41.7% | -68.0% | -42.1% |
| 10Y | +512.7% | +104.7% | +408.0% | +275.5% |
| All | +1,972.6% | +123.3% | +1,849.3% | +1,228.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling