+211.0%
WELL vs GSK
+46.9%
+164.1%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.7% | +3.2% | +1.1% |
| 7D | -1.3% | -4.2% | +2.9% | -0.3% |
| 30D | +0.5% | -7.5% | +8.0% | +2.3% |
| 3M | +19.1% | -3.3% | +22.4% | +19.8% |
| 6M | +17.0% | -9.3% | +26.3% | +19.3% |
| YTD | +29.2% | +1.6% | +27.6% | +28.3% |
| 1Y | +42.1% | +25.5% | +16.7% | +34.0% |
| 3Y | +204.5% | +49.3% | +155.3% | +171.3% |
| 5Y | +211.0% | +46.7% | +164.3% | +172.2% |
| All | +211.0% | +46.9% | +164.1% | +172.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling