+37.4%
GILD vs ADVB
+5.8%
+31.5%
-21.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ADVB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.7% | +0.5% | -0.1% |
| 7D | +3.6% | -3.8% | +7.4% | +3.7% |
| 30D | +14.6% | +17.6% | -3.0% | +14.6% |
| 3M | +17.7% | +119.1% | -101.5% | +17.0% |
| 6M | +3.1% | +103.4% | -100.3% | +2.8% |
| YTD | +24.5% | +59.8% | -35.3% | +24.2% |
| 1Y | +37.4% | +8.5% | +28.8% | +37.9% |
| All | +37.4% | +5.8% | +31.5% | +37.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ADVB.
Daily Out/Under-Performance
Portfolio return minus ADVB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ADVB 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 ADVB 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