+802.8%
TEAM vs GSK
+109.5%
+693.3%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -1.9% | -0.7% | -2.2% |
| 7D | -0.4% | -1.8% | +1.4% | -0.1% |
| 30D | +67.3% | -2.2% | +69.5% | +68.1% |
| 3M | +86.8% | -1.8% | +88.6% | +87.3% |
| 6M | +146.8% | -10.6% | +157.4% | +151.3% |
| YTD | +16.9% | +4.4% | +12.5% | +13.6% |
| 1Y | +12.8% | +30.4% | -17.6% | +2.3% |
| 3Y | -7.3% | +60.1% | -67.3% | -23.9% |
| 5Y | -50.7% | +46.8% | -97.5% | -58.8% |
| 10Y | +529.8% | +79.2% | +450.6% | +374.8% |
| All | +802.8% | +109.5% | +693.3% | +493.4% |
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