+37.4%
GILD vs B
+70.0%
-32.6%
-21.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | B | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.2% | +2.1% | -0.1% |
| 7D | +3.6% | -1.6% | +5.2% | +3.7% |
| 30D | +14.6% | +9.4% | +5.2% | +14.2% |
| 3M | +17.7% | +5.0% | +12.7% | +17.4% |
| 6M | +3.1% | -3.5% | +6.7% | +2.6% |
| YTD | +24.5% | +4.5% | +20.1% | +24.3% |
| 1Y | +37.4% | +67.8% | -30.4% | +37.7% |
| All | +37.4% | +70.0% | -32.6% | +37.7% |
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