+48.2%
GILD vs BLK
+14.8%
+33.4%
-21.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.6% | +0.3% | +0.8% |
| 7D | +2.0% | +5.2% | -3.2% | +1.3% |
| 30D | +13.0% | +12.9% | +0.1% | +11.3% |
| 3M | +29.1% | +8.6% | +20.6% | +27.6% |
| 6M | +31.7% | +13.9% | +17.8% | +29.6% |
| YTD | +41.7% | +16.1% | +25.7% | +37.0% |
| 1Y | +48.2% | +15.3% | +32.9% | +43.8% |
| All | +48.2% | +14.8% | +33.4% | +43.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BLK.
Daily Out/Under-Performance
Portfolio return minus BLK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLK 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 BLK 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