+48.4%
NU vs GSK
+36.8%
+11.6%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.7% | +2.4% | +0.2% |
| 7D | +6.0% | -4.2% | +10.2% | +6.8% |
| 30D | +10.8% | -7.5% | +18.3% | +12.3% |
| 3M | +32.2% | -3.3% | +35.4% | +32.7% |
| 6M | +5.1% | -9.3% | +14.5% | +6.8% |
| YTD | -8.4% | +1.6% | -10.0% | -8.8% |
| 1Y | +0.7% | +25.5% | -24.8% | -3.6% |
| 3Y | +125.1% | +49.3% | +75.8% | +102.9% |
| All | +48.4% | +36.8% | +11.6% | +19.7% |
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 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