+45.4%
GILD vs ACWI
+14.9%
+30.5%
-21.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +1.7% | +2.5% | +3.7% |
| 7D | +9.6% | -0.5% | +10.1% | +9.7% |
| 30D | +20.6% | -1.6% | +22.3% | +21.1% |
| 3M | +29.7% | -1.3% | +31.1% | +30.1% |
| 6M | +33.1% | +5.8% | +27.3% | +28.8% |
| YTD | +44.7% | +12.7% | +32.0% | +35.7% |
| 1Y | +45.4% | +15.0% | +30.3% | +36.1% |
| All | +45.4% | +14.9% | +30.5% | +36.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 ACWI 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