+616.7%
ADI vs GSK
+80.0%
+536.7%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.0% | 0.0% | -0.7% |
| 7D | +1.3% | -5.4% | +6.7% | +3.4% |
| 30D | -6.0% | -4.6% | -1.3% | -4.5% |
| 3M | -7.7% | -5.1% | -2.6% | -6.6% |
| 6M | +14.0% | -11.4% | +25.4% | +18.2% |
| YTD | +34.4% | +0.7% | +33.7% | +32.1% |
| 1Y | +48.0% | +23.0% | +24.9% | +33.4% |
| 3Y | +113.3% | +48.0% | +65.3% | +72.9% |
| 5Y | +131.1% | +48.2% | +82.9% | +81.8% |
| All | +616.7% | +80.0% | +536.7% | +424.1% |
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