+18,665.9%
WELL vs GSK
+1,705.8%
+16,960.0%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.9% | -0.1% | -1.6% |
| 7D | -0.8% | -1.8% | +1.0% | -0.3% |
| 30D | -0.1% | -2.2% | +2.1% | +0.4% |
| 3M | +18.0% | -1.8% | +19.8% | +18.4% |
| 6M | +15.0% | -10.6% | +25.6% | +17.9% |
| YTD | +28.6% | +4.4% | +24.2% | +26.7% |
| 1Y | +42.9% | +30.4% | +12.5% | +33.0% |
| 3Y | +203.0% | +60.1% | +142.9% | +165.0% |
| 5Y | +206.9% | +46.8% | +160.1% | +171.6% |
| 10Y | +339.5% | +79.2% | +260.3% | +272.7% |
| All | +18,665.9% | +1,705.8% | +16,960.0% | +13,067.2% |
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 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