+366.2%
STX vs GSK
+24.6%
+341.6%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.2% | -2.2% | -2.0% |
| 7D | +9.6% | -3.6% | +13.2% | +9.2% |
| 30D | +10.6% | -5.9% | +16.5% | +10.3% |
| 3M | +4.8% | -4.3% | +9.0% | +3.7% |
| 6M | +137.3% | -10.8% | +148.0% | +141.3% |
| YTD | +222.5% | +1.8% | +220.7% | +201.3% |
| 1Y | +366.2% | +23.5% | +342.7% | +262.4% |
| All | +366.2% | +24.6% | +341.6% | +262.4% |
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