+45.4%
GILD vs AR
+14.7%
+30.6%
-21.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -6.3% | +10.4% | +4.4% |
| 7D | +9.6% | -11.1% | +20.7% | +10.1% |
| 30D | +20.6% | +7.9% | +12.7% | +19.8% |
| 3M | +29.7% | +4.9% | +24.9% | +29.0% |
| 6M | +33.1% | -5.3% | +38.4% | +33.4% |
| YTD | +44.7% | +8.6% | +36.1% | +38.2% |
| 1Y | +45.4% | +13.7% | +31.7% | +37.1% |
| All | +45.4% | +14.7% | +30.6% | +37.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AR.
Daily Out/Under-Performance
Portfolio return minus AR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AR 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 AR 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