+234.7%
GSK vs AGI
+5,381.0%
-5,146.3%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -1.4% | -1.3% | -2.7% |
| 7D | -4.2% | +4.4% | -8.6% | -4.3% |
| 30D | -7.5% | +10.0% | -17.5% | -7.9% |
| 3M | -3.3% | +1.7% | -5.0% | -3.5% |
| 6M | -9.3% | -26.8% | +17.5% | -8.5% |
| YTD | +1.6% | -5.3% | +6.9% | +1.4% |
| 1Y | +25.5% | +11.5% | +14.0% | +24.3% |
| 3Y | +49.3% | +212.9% | -163.7% | +41.9% |
| 5Y | +46.7% | +388.8% | -342.1% | +36.7% |
| 10Y | +76.8% | +383.6% | -306.8% | +62.1% |
| All | +234.7% | +5,381.0% | -5,146.3% | +176.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AGI.
Daily Out/Under-Performance
Portfolio return minus AGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGI 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 AGI 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