+36,397.4%
ADI vs GILD
+38,746.6%
-2,349.2%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GILD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -0.8% | +5.6% | +5.0% |
| 7D | +4.6% | -4.8% | +9.4% | +5.7% |
| 30D | -1.2% | +5.8% | -6.9% | -2.5% |
| 3M | -7.8% | +14.9% | -22.7% | -11.0% |
| 6M | +19.3% | -0.4% | +19.7% | +18.9% |
| YTD | +40.9% | +18.5% | +22.4% | +34.9% |
| 1Y | +54.5% | +25.1% | +29.4% | +46.0% |
| 3Y | +123.4% | +105.9% | +17.5% | +87.3% |
| 5Y | +142.3% | +143.0% | -0.7% | +95.0% |
| 10Y | +664.1% | +162.4% | +501.7% | +494.0% |
| All | +36,397.4% | +38,746.6% | -2,349.2% | +10,628.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling