+3.7%
GE vs GILD
+40.5%
-36.8%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GILD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -4.0% | -0.5% | -3.7% |
| 7D | +0.5% | +1.2% | -0.6% | +0.4% |
| 30D | +1.7% | +16.2% | -14.5% | -1.1% |
| 3M | -17.3% | +27.9% | -45.2% | -21.3% |
| 6M | +10.1% | +27.1% | -17.0% | +4.6% |
| YTD | +2.6% | +39.0% | -36.4% | -0.7% |
| 1Y | +3.7% | +40.1% | -36.4% | +0.5% |
| All | +3.7% | +40.5% | -36.8% | +0.5% |
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