+93.6%
STX vs GSK
+9.8%
+83.8%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.1% | -1.3% | -1.2% |
| 7D | +16.8% | +0.5% | +16.4% | +17.0% |
| 30D | -27.0% | +9.4% | -36.5% | -23.4% |
| 3M | -37.9% | +1.6% | -39.5% | -36.6% |
| 6M | -32.5% | +1.3% | -33.8% | -31.5% |
| YTD | +98.6% | +6.0% | +92.6% | +98.4% |
| 1Y | +93.6% | +9.1% | +84.5% | +91.4% |
| All | +93.6% | +9.8% | +83.8% | +91.4% |
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