+649.9%
NVDL vs GSK
+47.2%
+602.7%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | 0.0% | -0.2% | -0.2% |
| 7D | -10.3% | -3.5% | -6.8% | -10.9% |
| 30D | -7.1% | -3.4% | -3.7% | -7.7% |
| 3M | +6.6% | -8.1% | +14.7% | +5.5% |
| 6M | +21.1% | -11.1% | +32.2% | +19.4% |
| YTD | +15.2% | +0.7% | +14.5% | +16.5% |
| 1Y | +18.8% | +20.1% | -1.4% | +23.3% |
| 3Y | +649.9% | +46.1% | +603.8% | +702.1% |
| All | +649.9% | +47.2% | +602.7% | +702.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling