+25.1%
GILD vs FIX
+121.9%
-96.7%
-21.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +6.3% | -7.0% | -0.8% |
| 7D | -4.8% | +5.0% | -9.8% | -4.9% |
| 30D | +5.8% | -2.7% | +8.5% | +5.7% |
| 3M | +14.9% | -8.2% | +23.2% | +14.8% |
| 6M | -0.4% | +20.3% | -20.6% | -2.6% |
| YTD | +18.5% | +81.4% | -62.9% | +15.6% |
| 1Y | +25.1% | +121.5% | -96.4% | +22.0% |
| All | +25.1% | +121.9% | -96.7% | +22.0% |
Cumulative growth
Daily Returns
Daily percentage return beside FIX.
Daily Out/Under-Performance
Portfolio return minus FIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIX 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 FIX 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