+7,178.3%
STRL vs GSK
+76.8%
+7,101.5%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -2.7% | +5.9% | +3.8% |
| 7D | +10.1% | -4.2% | +14.3% | +11.1% |
| 30D | -8.2% | -7.5% | -0.7% | -6.7% |
| 3M | -43.7% | -3.3% | -40.4% | -43.8% |
| 6M | +27.1% | -9.3% | +36.4% | +29.2% |
| YTD | +64.0% | +1.6% | +62.4% | +61.0% |
| 1Y | +75.2% | +25.5% | +49.7% | +60.9% |
| 3Y | +539.9% | +49.3% | +490.6% | +429.2% |
| 5Y | +2,133.0% | +46.7% | +2,086.3% | +1,703.5% |
| 10Y | +7,178.3% | +76.8% | +7,101.5% | +5,573.7% |
| All | +7,178.3% | +76.8% | +7,101.5% | +5,573.7% |
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