+16,011.1%
STX vs GSK
+306.0%
+15,705.1%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -1.9% | +8.3% | +7.2% |
| 7D | +2.4% | -1.8% | +4.2% | +3.1% |
| 30D | +1.4% | -2.2% | +3.6% | +1.9% |
| 3M | -8.2% | -1.8% | -6.4% | -9.1% |
| 6M | +127.0% | -10.6% | +137.6% | +133.9% |
| YTD | +209.1% | +4.4% | +204.7% | +194.1% |
| 1Y | +365.4% | +30.4% | +335.0% | +297.7% |
| 3Y | +1,135.4% | +60.1% | +1,075.3% | +811.4% |
| 5Y | +991.5% | +46.8% | +944.7% | +721.8% |
| 10Y | +3,695.8% | +79.2% | +3,616.6% | +2,401.7% |
| All | +16,011.1% | +306.0% | +15,705.1% | +7,035.9% |
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