-14.3%
TEAM vs GSK
+64.4%
-78.7%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.4% | -1.1% | -1.6% |
| 7D | -2.4% | +0.2% | -2.6% | -2.4% |
| 30D | -26.7% | +5.4% | -32.1% | -26.2% |
| 3M | -9.6% | +0.9% | -10.5% | -9.5% |
| 6M | +86.0% | +0.7% | +85.3% | +86.8% |
| YTD | -7.5% | +5.6% | -13.1% | -8.0% |
| 1Y | -1.4% | +8.5% | -9.9% | -1.8% |
| 3Y | -14.3% | +63.8% | -78.1% | -10.0% |
| All | -14.3% | +64.4% | -78.7% | -10.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling