+45.2%
UBER vs GSK
+48.7%
-3.5%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +0.2% | -3.0% | -2.8% |
| 7D | -7.0% | -3.6% | -3.4% | -6.7% |
| 30D | -8.9% | -5.9% | -3.0% | -8.4% |
| 3M | +1.0% | -4.3% | +5.2% | +1.4% |
| 6M | -3.7% | -10.8% | +7.1% | -3.0% |
| YTD | -13.0% | +1.8% | -14.8% | -13.3% |
| 1Y | -25.5% | +23.5% | -49.0% | -26.9% |
| All | +45.2% | +48.7% | -3.5% | +41.3% |
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