+40.1%
GILD vs EFV
+22.9%
+17.2%
-21.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EFV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -1.9% | -2.1% | -3.0% |
| 7D | +1.2% | +0.3% | +0.9% | +1.1% |
| 30D | +16.2% | +1.2% | +15.0% | +15.6% |
| 3M | +27.9% | -2.1% | +30.0% | +29.3% |
| 6M | +27.1% | +6.4% | +20.6% | +22.6% |
| YTD | +39.0% | +14.8% | +24.2% | +28.3% |
| 1Y | +40.1% | +22.4% | +17.7% | +25.7% |
| All | +40.1% | +22.9% | +17.2% | +25.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EFV.
Daily Out/Under-Performance
Portfolio return minus EFV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EFV 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 EFV 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