+439.9%
AG vs GSK
+147.4%
+292.5%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | GSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.7% | +1.7% | +0.3% |
| 7D | +4.5% | -4.2% | +8.7% | +6.7% |
| 30D | +12.9% | -7.5% | +20.4% | +17.1% |
| 3M | +20.9% | -3.3% | +24.2% | +22.3% |
| 6M | -19.5% | -9.3% | -10.2% | -16.0% |
| YTD | +24.8% | +1.6% | +23.2% | +21.9% |
| 1Y | +120.2% | +25.5% | +94.7% | +91.9% |
| 3Y | +279.0% | +49.3% | +229.7% | +188.9% |
| 5Y | +67.9% | +46.7% | +21.3% | +27.2% |
| 10Y | +57.5% | +76.8% | -19.3% | +3.1% |
| All | +439.9% | +147.4% | +292.5% | +173.3% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling