+79.3%
ADI vs GILD
+45.2%
+34.1%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GILD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +4.2% | -7.4% | -3.3% |
| 7D | -5.1% | +9.6% | -14.7% | -5.5% |
| 30D | -3.1% | +20.6% | -23.7% | -4.0% |
| 3M | +7.1% | +29.7% | -22.6% | +5.1% |
| 6M | +2.9% | +33.1% | -30.2% | +0.7% |
| YTD | +51.1% | +44.7% | +6.4% | +47.0% |
| 1Y | +79.3% | +45.4% | +34.0% | +74.6% |
| All | +79.3% | +45.2% | +34.1% | +74.6% |
Cumulative growth
Daily Returns
Daily percentage return beside GILD.
Daily Out/Under-Performance
Portfolio return minus GILD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GILD 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 1y: compounded portfolio wealth divided by compounded GILD 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…
1y analysis · Full analysis span regression · 6 months rolling