+45.4%
GILD vs DRI
+34.0%
+11.4%
-21.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +5.1% | -0.9% | +3.1% |
| 7D | +9.6% | +6.5% | +3.1% | +8.2% |
| 30D | +20.6% | +16.4% | +4.2% | +17.4% |
| 3M | +29.7% | +13.6% | +16.1% | +26.2% |
| 6M | +33.1% | +22.0% | +11.1% | +27.3% |
| YTD | +44.7% | +29.3% | +15.4% | +36.5% |
| 1Y | +45.4% | +32.0% | +13.3% | +35.7% |
| All | +45.4% | +34.0% | +11.4% | +35.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DRI.
Daily Out/Under-Performance
Portfolio return minus DRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DRI 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 DRI 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