+620.2%
ADI vs GSK
+105.0%
+515.2%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +0.5% | -3.3% | -2.9% |
| 7D | +9.5% | +1.1% | +8.3% | +9.1% |
| 30D | -1.4% | +6.3% | -7.7% | -3.7% |
| 3M | +4.7% | +1.8% | +2.9% | +3.4% |
| 6M | -7.4% | +1.7% | -9.1% | -9.2% |
| YTD | +48.1% | +6.5% | +41.5% | +42.0% |
| 1Y | +69.6% | +9.5% | +60.2% | +60.9% |
| 3Y | +144.4% | +65.3% | +79.1% | +88.4% |
| 5Y | +134.1% | +43.7% | +90.4% | +89.1% |
| All | +620.2% | +105.0% | +515.2% | +397.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling