+45.4%
GILD vs ALL
+42.7%
+2.7%
-21.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +2.9% | +1.3% | +3.8% |
| 7D | +9.6% | +7.5% | +2.1% | +8.6% |
| 30D | +20.6% | +19.7% | +0.9% | +18.2% |
| 3M | +29.7% | +2.9% | +26.8% | +29.0% |
| 6M | +33.1% | +23.5% | +9.6% | +29.6% |
| YTD | +44.7% | +31.1% | +13.6% | +39.8% |
| 1Y | +45.4% | +40.5% | +4.9% | +38.0% |
| All | +45.4% | +42.7% | +2.7% | +38.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ALL.
Daily Out/Under-Performance
Portfolio return minus ALL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALL 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 ALL 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