+23.8%
SWKS vs GSK
+14.2%
+9.6%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.4% | -1.6% | +0.6% |
| 7D | -2.7% | +4.9% | -7.7% | -3.0% |
| 30D | +8.5% | +10.8% | -2.4% | +7.5% |
| 3M | +17.3% | -1.8% | +19.1% | +18.5% |
| 6M | +25.1% | +4.1% | +21.0% | +24.0% |
| YTD | +33.3% | +7.9% | +25.5% | +23.8% |
| All | +23.8% | +14.2% | +9.6% | +12.1% |
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