+25.1%
GILD vs DRI
+2.4%
+22.7%
-21.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.1% | -1.9% | -0.9% |
| 7D | -4.8% | -3.2% | -1.6% | -4.3% |
| 30D | +5.8% | -7.8% | +13.6% | +7.1% |
| 3M | +14.9% | +0.4% | +14.6% | +14.5% |
| 6M | -0.4% | +4.8% | -5.2% | -1.7% |
| YTD | +18.5% | +16.7% | +1.8% | +16.1% |
| 1Y | +25.1% | +1.5% | +23.6% | +19.8% |
| All | +25.1% | +2.4% | +22.7% | +19.8% |
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