+3,319.5%
V vs GSK
+205.8%
+3,113.7%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.6% | +1.0% | +0.7% |
| 7D | +0.8% | +5.2% | -4.4% | -1.6% |
| 30D | +9.9% | +10.2% | -0.2% | +4.9% |
| 3M | +17.5% | -0.9% | +18.4% | +17.5% |
| 6M | +33.5% | +3.5% | +30.0% | +30.3% |
| YTD | +21.6% | +7.2% | +14.3% | +15.3% |
| 1Y | +27.6% | +12.0% | +15.6% | +18.3% |
| 3Y | +76.4% | +67.3% | +9.1% | +28.4% |
| 5Y | +103.8% | +45.3% | +58.6% | +56.0% |
| 10Y | +455.5% | +101.8% | +353.7% | +241.1% |
| All | +3,319.5% | +205.8% | +3,113.7% | +1,481.3% |
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 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