+184.3%
GILD vs AVTR
+0.6%
+183.7%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.5% | -0.3% | -0.7% |
| 7D | -4.8% | -1.1% | -3.8% | -4.7% |
| 30D | +5.8% | +6.3% | -0.5% | +5.1% |
| 3M | +14.9% | +53.3% | -38.4% | +10.0% |
| 6M | -0.4% | +78.6% | -79.0% | -6.3% |
| YTD | +18.5% | +29.2% | -10.7% | +14.7% |
| 1Y | +25.1% | +13.8% | +11.3% | +21.8% |
| 3Y | +105.9% | -27.4% | +133.3% | +106.8% |
| 5Y | +143.0% | -65.0% | +208.0% | +160.9% |
| All | +184.3% | +0.6% | +183.7% | +171.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AVTR.
Daily Out/Under-Performance
Portfolio return minus AVTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVTR 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 AVTR 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