+8,390.6%
PWR vs GSK
+176.7%
+8,214.0%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.9% | +2.6% | +1.5% |
| 7D | +3.6% | -1.8% | +5.4% | +4.4% |
| 30D | -8.6% | -2.2% | -6.4% | -8.0% |
| 3M | -13.2% | -1.8% | -11.4% | -13.3% |
| 6M | +9.9% | -10.6% | +20.5% | +14.0% |
| YTD | +48.0% | +4.4% | +43.6% | +42.9% |
| 1Y | +66.2% | +30.4% | +35.8% | +44.9% |
| 3Y | +195.1% | +60.1% | +135.0% | +124.7% |
| 5Y | +442.6% | +46.8% | +395.8% | +320.6% |
| 10Y | +2,334.2% | +79.2% | +2,255.0% | +1,582.4% |
| All | +8,390.6% | +176.7% | +8,214.0% | +4,271.5% |
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