+25.1%
GILD vs EWZ
+33.5%
-8.4%
-21.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EWZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.0% | +0.2% | -0.6% |
| 7D | -4.8% | +0.9% | -5.7% | -5.0% |
| 30D | +5.8% | +12.8% | -7.0% | +3.7% |
| 3M | +14.9% | +10.8% | +4.2% | +12.5% |
| 6M | -0.4% | +2.5% | -2.9% | -0.9% |
| YTD | +18.5% | +21.4% | -2.8% | +15.0% |
| 1Y | +25.1% | +32.8% | -7.7% | +18.8% |
| All | +25.1% | +33.5% | -8.4% | +18.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EWZ.
Daily Out/Under-Performance
Portfolio return minus EWZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EWZ 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 EWZ 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