+211.4%
NXPI vs GSK
+80.2%
+131.2%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.2% | -0.4% | -0.3% |
| 7D | -2.3% | -3.6% | +1.3% | -1.1% |
| 30D | -4.3% | -5.9% | +1.6% | -2.5% |
| 3M | -24.7% | -4.3% | -20.4% | -24.0% |
| 6M | +9.7% | -10.8% | +20.5% | +12.7% |
| YTD | +3.8% | +1.8% | +2.0% | +0.9% |
| 1Y | +1.6% | +23.5% | -21.9% | -8.9% |
| 3Y | +16.0% | +49.5% | -33.5% | -6.7% |
| 5Y | +16.1% | +49.7% | -33.6% | -9.4% |
| 10Y | +211.4% | +81.9% | +129.4% | +129.3% |
| All | +211.4% | +80.2% | +131.2% | +129.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling