+37.4%
GILD vs BLK
+3.3%
+34.1%
-21.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.3% | +0.2% | -0.1% |
| 7D | +3.7% | -3.6% | +7.3% | +4.0% |
| 30D | +14.6% | -1.0% | +15.6% | +14.7% |
| 3M | +17.7% | +10.4% | +7.3% | +17.0% |
| 6M | +3.1% | +8.2% | -5.0% | +2.0% |
| YTD | +24.5% | +6.0% | +18.5% | +22.7% |
| 1Y | +37.4% | +3.3% | +34.0% | +32.2% |
| All | +37.4% | +3.3% | +34.1% | +32.2% |
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