+40.1%
GILD vs DAR
+55.8%
-15.7%
-21.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -3.1% | -0.9% | -4.1% |
| 7D | +1.2% | -8.1% | +9.3% | +0.7% |
| 30D | +16.2% | -17.1% | +33.3% | +14.9% |
| 3M | +27.9% | -12.3% | +40.2% | +26.2% |
| 6M | +27.1% | -21.8% | +48.9% | +26.4% |
| YTD | +39.0% | +40.8% | -1.9% | +30.6% |
| 1Y | +40.1% | +57.4% | -17.3% | +27.0% |
| All | +40.1% | +55.8% | -15.7% | +27.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 DAR 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