+911.9%
NVDA vs GSK
+47.3%
+864.6%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.2% | -1.1% | -0.9% |
| 7D | -0.3% | -3.6% | +3.3% | -0.1% |
| 30D | +2.8% | -5.9% | +8.7% | +3.2% |
| 3M | +7.4% | -4.3% | +11.7% | +7.6% |
| 6M | +22.6% | -10.8% | +33.4% | +23.5% |
| YTD | +20.1% | +1.8% | +18.3% | +19.5% |
| 1Y | +31.2% | +23.5% | +7.7% | +27.7% |
| 3Y | +391.7% | +49.5% | +342.2% | +352.8% |
| 5Y | +911.9% | +49.7% | +862.2% | +786.2% |
| All | +911.9% | +47.3% | +864.6% | +786.2% |
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 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