+40.1%
GILD vs DE
+43.4%
-3.3%
-21.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -1.9% | -2.0% | -3.7% |
| 7D | +1.2% | +0.5% | +0.7% | +1.2% |
| 30D | +16.2% | -2.9% | +19.0% | +16.5% |
| 3M | +27.9% | +8.6% | +19.3% | +26.9% |
| 6M | +27.1% | +15.8% | +11.3% | +24.4% |
| YTD | +39.0% | +43.6% | -4.6% | +34.5% |
| 1Y | +40.1% | +41.6% | -1.5% | +35.5% |
| All | +40.1% | +43.4% | -3.3% | +35.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DE.
Daily Out/Under-Performance
Portfolio return minus DE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DE 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 DE 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