+39.3%
EWY vs GILD
+40.5%
-1.2%
-39.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GILD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.5% | -4.0% | -9.5% | -13.3% |
| 7D | -18.6% | +1.2% | -19.8% | -18.4% |
| 30D | -29.4% | +16.2% | -45.6% | -29.5% |
| 3M | -22.2% | +27.9% | -50.1% | -23.2% |
| 6M | -24.1% | +27.1% | -51.2% | -25.3% |
| YTD | +35.4% | +39.0% | -3.6% | +34.5% |
| 1Y | +39.3% | +40.1% | -0.8% | +38.4% |
| All | +39.3% | +40.5% | -1.2% | +38.4% |
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