+151.3%
ADI vs GSK
+65.0%
+86.3%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.1% | 0.0% | 0.0% |
| 7D | +13.4% | +0.5% | +12.9% | +13.3% |
| 30D | -1.3% | +9.4% | -10.7% | -2.6% |
| 3M | +6.8% | +1.6% | +5.2% | +6.4% |
| 6M | -1.9% | +1.3% | -3.2% | -2.6% |
| YTD | +52.3% | +6.0% | +46.3% | +49.8% |
| 1Y | +71.6% | +9.1% | +62.6% | +67.8% |
| All | +151.3% | +65.0% | +86.3% | +139.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling