+502.9%
TEAM vs GSK
+80.2%
+422.7%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.2% | +0.6% | +0.7% |
| 7D | -4.7% | -3.6% | -1.1% | -4.0% |
| 30D | +17.0% | -5.9% | +23.0% | +18.3% |
| 3M | +85.9% | -4.3% | +90.2% | +87.3% |
| 6M | +116.7% | -10.8% | +127.4% | +120.1% |
| YTD | +9.6% | +1.8% | +7.8% | +7.4% |
| 1Y | -2.5% | +23.5% | -26.0% | -9.5% |
| 3Y | -14.0% | +49.5% | -63.5% | -26.3% |
| 5Y | -53.1% | +49.7% | -102.7% | -60.4% |
| 10Y | +502.9% | +81.9% | +421.0% | +370.9% |
| All | +502.9% | +80.2% | +422.7% | +370.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling