+37.4%
GILD vs DE
+49.4%
-12.0%
-21.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.1% | 0.0% | -0.1% |
| 7D | +3.7% | +10.0% | -6.4% | +2.6% |
| 30D | +14.6% | +13.3% | +1.3% | +13.1% |
| 3M | +17.7% | +17.5% | +0.2% | +14.8% |
| 6M | +3.1% | +13.6% | -10.4% | +1.3% |
| YTD | +24.5% | +49.8% | -25.3% | +18.2% |
| 1Y | +37.4% | +47.9% | -10.5% | +31.7% |
| All | +37.4% | +49.4% | -12.0% | +31.7% |
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