+454.5%
TEAM vs GSK
+102.0%
+352.6%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -1.2% | +3.8% | +2.8% |
| 7D | -19.7% | -1.1% | -18.6% | -19.6% |
| 30D | -26.6% | +7.8% | -34.5% | -27.7% |
| 3M | -1.1% | +0.3% | -1.4% | -1.2% |
| 6M | +74.6% | +3.4% | +71.2% | +73.0% |
| YTD | -6.0% | +5.9% | -11.9% | -8.7% |
| 1Y | -3.2% | +8.2% | -11.5% | -6.5% |
| 3Y | -13.5% | +65.3% | -78.8% | -28.1% |
| 5Y | -65.5% | +43.3% | -108.8% | -70.2% |
| 10Y | +454.5% | +102.9% | +351.6% | +326.5% |
| All | +454.5% | +102.0% | +352.6% | +326.5% |
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