+814.8%
GILD vs EMB
+129.4%
+685.5%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.1% | -0.7% | -0.7% |
| 7D | -4.8% | -1.2% | -3.6% | -4.4% |
| 30D | +5.8% | -1.3% | +7.0% | +6.3% |
| 3M | +14.9% | -1.8% | +16.7% | +15.8% |
| 6M | -0.4% | +0.2% | -0.5% | -0.4% |
| YTD | +18.5% | +0.4% | +18.2% | +18.4% |
| 1Y | +25.1% | +2.8% | +22.3% | +23.8% |
| 3Y | +105.9% | +29.1% | +76.8% | +86.8% |
| 5Y | +143.0% | +6.3% | +136.7% | +135.3% |
| 10Y | +162.4% | +29.6% | +132.8% | +138.7% |
| All | +814.8% | +129.4% | +685.5% | +693.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EMB.
Daily Out/Under-Performance
Portfolio return minus EMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EMB 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 all: compounded portfolio wealth divided by compounded EMB 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…
all analysis · Full analysis span regression · 6 months rolling