+8,007.1%
SWKS vs GSK
+1,705.8%
+6,301.3%
-96.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -1.9% | +5.5% | +4.3% |
| 7D | +12.5% | -1.8% | +14.3% | +13.3% |
| 30D | +10.5% | -2.2% | +12.7% | +11.3% |
| 3M | -7.4% | -1.8% | -5.6% | -7.2% |
| 6M | +32.7% | -10.6% | +43.3% | +37.5% |
| YTD | +19.2% | +4.4% | +14.7% | +15.7% |
| 1Y | +2.4% | +30.4% | -28.0% | -9.9% |
| 3Y | -25.6% | +60.1% | -85.7% | -41.0% |
| 5Y | -53.4% | +46.8% | -100.2% | -62.4% |
| 10Y | +23.2% | +79.2% | -56.1% | -8.7% |
| All | +8,007.1% | +1,705.8% | +6,301.3% | +3,233.8% |
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