+76.8%
GSK vs ALLY
+178.4%
-101.6%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -3.3% | +0.6% | -2.3% |
| 7D | -4.2% | +1.0% | -5.2% | -4.3% |
| 30D | -7.5% | -3.3% | -4.2% | -7.2% |
| 3M | -3.3% | +0.5% | -3.7% | -3.4% |
| 6M | -9.3% | +12.6% | -21.9% | -10.7% |
| YTD | +1.6% | -4.7% | +6.3% | +1.9% |
| 1Y | +25.5% | +5.2% | +20.3% | +24.2% |
| 3Y | +49.3% | +66.5% | -17.2% | +37.2% |
| 5Y | +46.7% | +0.2% | +46.4% | +41.7% |
| 10Y | +76.8% | +180.8% | -104.0% | +47.0% |
| All | +76.8% | +178.4% | -101.6% | +47.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLY.
Daily Out/Under-Performance
Portfolio return minus ALLY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLY 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded ALLY 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling