+25.1%
GILD vs ADVB
-14.7%
+39.8%
-21.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ADVB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -7.5% | +6.7% | -0.7% |
| 7D | -4.8% | -12.3% | +7.4% | -4.8% |
| 30D | +5.8% | +7.8% | -2.0% | +5.8% |
| 3M | +14.9% | +104.2% | -89.3% | +14.1% |
| 6M | -0.4% | +58.1% | -58.5% | -0.6% |
| YTD | +18.5% | +40.2% | -21.7% | +18.1% |
| 1Y | +25.1% | -16.1% | +41.2% | +24.2% |
| All | +25.1% | -14.7% | +39.8% | +24.2% |
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