+37.4%
GILD vs EWT
+99.0%
-61.6%
-21.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EWT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.9% | -2.0% | -0.2% |
| 7D | +3.7% | +4.0% | -0.3% | +3.5% |
| 30D | +14.6% | +10.3% | +4.3% | +14.2% |
| 3M | +17.7% | +6.1% | +11.6% | +17.1% |
| 6M | +3.1% | +56.6% | -53.5% | -5.2% |
| YTD | +24.5% | +76.6% | -52.0% | +13.2% |
| 1Y | +37.4% | +97.9% | -60.5% | +20.5% |
| All | +37.4% | +99.0% | -61.6% | +20.5% |
Cumulative growth
Daily Returns
Daily percentage return beside EWT.
Daily Out/Under-Performance
Portfolio return minus EWT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EWT 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 EWT 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