+25.1%
GILD vs BWA
+55.6%
-30.5%
-21.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.5% | -2.2% | -0.9% |
| 7D | -4.8% | -1.3% | -3.5% | -4.7% |
| 30D | +5.8% | -2.9% | +8.7% | +6.0% |
| 3M | +14.9% | -10.7% | +25.7% | +17.1% |
| 6M | -0.4% | +26.5% | -26.8% | -5.1% |
| YTD | +18.5% | +49.1% | -30.6% | +8.9% |
| 1Y | +25.1% | +52.1% | -26.9% | +14.2% |
| All | +25.1% | +55.6% | -30.5% | +14.2% |
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