+8,087.4%
PWR vs GSK
+182.3%
+7,905.1%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.5% | -1.2% | -0.9% |
| 7D | +11.3% | +1.1% | +10.2% | +10.8% |
| 30D | -8.9% | +6.3% | -15.2% | -11.6% |
| 3M | -10.5% | +1.8% | -12.3% | -12.2% |
| 6M | -22.2% | +1.7% | -23.8% | -24.2% |
| YTD | +42.7% | +6.5% | +36.2% | +35.4% |
| 1Y | +41.1% | +9.5% | +31.6% | +32.2% |
| 3Y | +242.7% | +65.3% | +177.4% | +155.4% |
| 5Y | +418.5% | +43.7% | +374.8% | +303.2% |
| 10Y | +1,855.0% | +104.1% | +1,750.9% | +1,159.9% |
| All | +8,087.4% | +182.3% | +7,905.1% | +4,040.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling