+7.9%
QCOM vs GSK
+31.2%
-23.4%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.9% | +2.0% | 0.0% |
| 7D | +3.3% | -1.8% | +5.2% | +3.2% |
| 30D | +7.7% | -2.2% | +9.9% | +7.6% |
| 3M | -30.1% | -1.8% | -28.2% | -30.0% |
| 6M | +22.8% | -10.6% | +33.5% | +23.5% |
| YTD | +0.2% | +4.4% | -4.2% | -1.5% |
| 1Y | +7.9% | +30.4% | -22.6% | +7.0% |
| All | +7.9% | +31.2% | -23.4% | +7.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling