+40.1%
GILD vs BWA
+9.6%
+30.5%
-21.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -5.7% | +1.7% | -3.5% |
| 7D | +1.2% | -10.8% | +12.0% | +2.1% |
| 30D | +16.2% | -25.0% | +41.2% | +19.2% |
| 3M | +27.9% | -28.6% | +56.5% | +31.6% |
| 6M | +27.1% | -16.6% | +43.7% | +26.5% |
| YTD | +39.0% | +6.3% | +32.7% | +29.4% |
| 1Y | +40.1% | +7.2% | +32.9% | +29.9% |
| All | +40.1% | +9.6% | +30.5% | +29.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BWA.
Daily Out/Under-Performance
Portfolio return minus BWA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BWA 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 BWA 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