+40.1%
GILD vs FITB
+31.2%
+8.9%
-21.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FITB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -2.3% | -1.6% | -3.5% |
| 7D | +1.2% | -1.8% | +3.0% | +1.5% |
| 30D | +16.2% | +4.8% | +11.4% | +15.4% |
| 3M | +27.9% | -6.4% | +34.3% | +29.2% |
| 6M | +27.1% | +7.9% | +19.2% | +25.2% |
| YTD | +39.0% | +17.0% | +22.0% | +33.4% |
| 1Y | +40.1% | +29.9% | +10.2% | +32.1% |
| All | +40.1% | +31.2% | +8.9% | +32.1% |
Cumulative growth
Daily Returns
Daily percentage return beside FITB.
Daily Out/Under-Performance
Portfolio return minus FITB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FITB 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 FITB 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