+212.2%
PAAS vs GSK
+102.0%
+110.3%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.2% | -0.1% | -1.0% |
| 7D | -5.2% | -1.1% | -4.1% | -4.8% |
| 30D | -13.9% | +7.8% | -21.8% | -16.2% |
| 3M | -23.8% | +0.3% | -24.1% | -24.1% |
| 6M | -36.4% | +3.4% | -39.9% | -37.5% |
| YTD | -23.4% | +5.9% | -29.3% | -25.7% |
| 1Y | +5.6% | +8.2% | -2.6% | +1.4% |
| 3Y | +209.7% | +65.3% | +144.4% | +141.0% |
| 5Y | +55.6% | +43.3% | +12.3% | +27.7% |
| 10Y | +212.2% | +102.9% | +109.3% | +116.1% |
| All | +212.2% | +102.0% | +110.3% | +116.1% |
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 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