+45.4%
GILD vs EW
+19.7%
+25.7%
-21.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +4.4% | -0.2% | +3.1% |
| 7D | +9.6% | +8.3% | +1.3% | +7.4% |
| 30D | +20.6% | +13.9% | +6.7% | +16.7% |
| 3M | +29.7% | +10.9% | +18.8% | +26.2% |
| 6M | +33.1% | +19.2% | +13.9% | +27.9% |
| YTD | +44.7% | +16.6% | +28.1% | +39.6% |
| 1Y | +45.4% | +18.1% | +27.3% | +39.5% |
| All | +45.4% | +19.7% | +25.7% | +39.5% |
Cumulative growth
Daily Returns
Daily percentage return beside EW.
Daily Out/Under-Performance
Portfolio return minus EW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EW 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 EW 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