+45.4%
GILD vs B
+27.8%
+17.6%
-21.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | B | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +8.3% | -4.1% | +3.6% |
| 7D | +9.6% | +1.1% | +8.5% | +9.4% |
| 30D | +20.6% | +0.3% | +20.3% | +20.4% |
| 3M | +29.7% | +5.4% | +24.3% | +29.0% |
| 6M | +33.1% | +5.5% | +27.6% | +32.2% |
| YTD | +44.7% | -6.3% | +51.0% | +43.9% |
| 1Y | +45.4% | +29.4% | +16.0% | +43.8% |
| All | +45.4% | +27.8% | +17.6% | +43.8% |
Cumulative growth
Daily Returns
Daily percentage return beside B.
Daily Out/Under-Performance
Portfolio return minus B return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × B 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 B 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