+33.8%
SWKS vs GSK
+9.8%
+24.0%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +0.1% | +2.6% | +2.7% |
| 7D | +10.9% | +0.5% | +10.4% | +10.8% |
| 30D | +17.6% | +9.4% | +8.1% | +16.5% |
| 3M | +29.2% | +1.6% | +27.6% | +29.1% |
| 6M | +37.0% | +1.3% | +35.6% | +36.3% |
| YTD | +44.9% | +6.0% | +38.9% | +33.8% |
| 1Y | +33.8% | +9.1% | +24.7% | +21.2% |
| All | +33.8% | +9.8% | +24.0% | +21.2% |
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