+684.9%
GSK vs IVZ
+1,090.9%
-406.1%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -2.2% | -0.5% | -2.3% |
| 7D | -4.2% | +1.1% | -5.3% | -4.4% |
| 30D | -7.5% | +3.1% | -10.6% | -8.1% |
| 3M | -3.3% | +18.2% | -21.5% | -6.4% |
| 6M | -9.3% | +38.6% | -47.9% | -14.9% |
| YTD | +1.6% | +25.9% | -24.3% | -3.3% |
| 1Y | +25.5% | +51.7% | -26.2% | +15.2% |
| 3Y | +49.3% | +138.7% | -89.4% | +23.0% |
| 5Y | +46.7% | +62.8% | -16.1% | +26.5% |
| 10Y | +76.8% | +60.9% | +15.9% | +42.3% |
| All | +684.9% | +1,090.9% | -406.1% | +245.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IVZ.
Daily Out/Under-Performance
Portfolio return minus IVZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IVZ 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 IVZ 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