+31.5%
WELL vs GSK
+13.5%
+18.0%
-12.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.6% | +1.1% | +0.6% |
| 7D | +3.0% | +5.2% | -2.1% | +1.7% |
| 30D | +10.2% | +10.2% | 0.0% | +7.5% |
| 3M | +6.1% | -0.9% | +7.0% | +6.2% |
| 6M | +16.6% | +3.5% | +13.1% | +15.5% |
| YTD | +35.3% | +7.2% | +28.1% | +34.3% |
| 1Y | +31.5% | +12.0% | +19.5% | +29.4% |
| All | +31.5% | +13.5% | +18.0% | +29.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling