+164.3%
EWY vs GILD
+36.9%
+127.4%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GILD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -0.1% | +4.7% | +4.6% |
| 7D | +4.8% | +3.7% | +1.2% | +4.5% |
| 30D | +11.7% | +14.6% | -2.9% | +10.3% |
| 3M | -7.4% | +17.7% | -25.1% | -9.4% |
| 6M | +40.6% | +3.1% | +37.4% | +42.7% |
| YTD | +94.3% | +24.5% | +69.7% | +94.3% |
| 1Y | +164.3% | +37.4% | +126.9% | +168.9% |
| All | +164.3% | +36.9% | +127.4% | +168.9% |
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