+40,736.4%
ADI vs GSK
+1,742.6%
+38,993.9%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +0.5% | -3.3% | -3.0% |
| 7D | +9.5% | +1.1% | +8.3% | +9.0% |
| 30D | -1.4% | +6.3% | -7.7% | -3.9% |
| 3M | +4.7% | +1.8% | +2.9% | +3.3% |
| 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% | +61.0% |
| 3Y | +144.4% | +65.3% | +79.1% | +92.9% |
| 5Y | +134.1% | +43.7% | +90.4% | +91.9% |
| 10Y | +632.8% | +104.1% | +528.6% | +419.2% |
| All | +40,736.4% | +1,742.6% | +38,993.9% | +11,930.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling