+37.4%
GILD vs BR
-29.1%
+66.5%
-21.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -3.4% | +3.2% | +0.4% |
| 7D | +3.7% | -5.3% | +8.9% | +4.6% |
| 30D | +14.6% | +6.4% | +8.2% | +13.3% |
| 3M | +17.7% | +13.6% | +4.0% | +14.5% |
| 6M | +3.1% | -6.7% | +9.8% | +0.3% |
| YTD | +24.5% | -21.1% | +45.6% | +25.6% |
| 1Y | +37.4% | -29.6% | +66.9% | +48.8% |
| All | +37.4% | -29.1% | +66.5% | +48.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BR.
Daily Out/Under-Performance
Portfolio return minus BR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BR 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 BR 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