+1,463.7%
GIS vs GSK
+1,657.0%
-193.3%
-59.6%
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 | -1.6% | -2.7% | +1.1% | -0.9% |
| 7D | -8.3% | -4.2% | -4.1% | -7.4% |
| 30D | +2.2% | -7.5% | +9.7% | +4.0% |
| 3M | +15.7% | -3.3% | +19.0% | +16.5% |
| 6M | -12.0% | -9.3% | -2.6% | -10.2% |
| YTD | -15.0% | +1.6% | -16.6% | -15.7% |
| 1Y | -20.1% | +25.5% | -45.6% | -24.8% |
| 3Y | -34.6% | +49.3% | -83.9% | -41.3% |
| 5Y | -22.8% | +46.7% | -69.5% | -31.2% |
| 10Y | -18.5% | +76.8% | -95.3% | -31.0% |
| All | +1,463.7% | +1,657.0% | -193.3% | +549.6% |
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