+202.7%
PAAS vs GSK
+76.8%
+126.0%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.7% | +2.0% | +0.3% |
| 7D | +2.0% | -4.2% | +6.2% | +3.6% |
| 30D | -0.1% | -7.5% | +7.4% | +2.6% |
| 3M | +8.2% | -3.3% | +11.5% | +9.2% |
| 6M | -13.8% | -9.3% | -4.5% | -11.0% |
| YTD | -0.6% | +1.6% | -2.2% | -2.2% |
| 1Y | +44.0% | +25.5% | +18.5% | +30.0% |
| 3Y | +246.6% | +49.3% | +197.3% | +179.5% |
| 5Y | +116.1% | +46.7% | +69.4% | +73.4% |
| 10Y | +202.7% | +76.8% | +125.9% | +132.7% |
| All | +202.7% | +76.8% | +126.0% | +132.7% |
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 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