+2,039.4%
FTI vs GSK
+177.1%
+1,862.2%
-91.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-10.
| Period | Portfolio | GSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -1.0% | -1.8% | -2.4% |
| 7D | -5.6% | -5.4% | -0.2% | -3.2% |
| 30D | +0.4% | -4.6% | +5.0% | +2.4% |
| 3M | +8.1% | -5.1% | +13.2% | +10.1% |
| 6M | +16.7% | -11.4% | +28.1% | +22.0% |
| YTD | +70.0% | +0.7% | +69.2% | +66.2% |
| 1Y | +85.4% | +23.0% | +62.4% | +64.2% |
| 3Y | +265.9% | +48.0% | +218.0% | +184.5% |
| 5Y | +1,072.7% | +48.2% | +1,024.5% | +783.0% |
| 10Y | +298.9% | +80.0% | +218.9% | +169.6% |
| All | +2,039.4% | +177.1% | +1,862.2% | +915.2% |
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 1990-01-01 to 2026-09-10: 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 2026-09-10 analysis · Full analysis span regression · 6 months rolling