+40.1%
GILD vs EFA
+13.4%
+26.7%
-21.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EFA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -2.9% | -1.1% | -2.7% |
| 7D | +1.2% | -1.6% | +2.8% | +1.9% |
| 30D | +16.2% | -1.5% | +17.6% | +16.9% |
| 3M | +27.9% | -4.4% | +32.3% | +30.2% |
| 6M | +27.1% | +2.2% | +24.8% | +25.2% |
| YTD | +39.0% | +8.6% | +30.3% | +33.1% |
| 1Y | +40.1% | +12.8% | +27.3% | +32.2% |
| All | +40.1% | +13.4% | +26.7% | +32.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EFA.
Daily Out/Under-Performance
Portfolio return minus EFA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EFA 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 EFA 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