+40.1%
GILD vs FND
-16.8%
+56.8%
-21.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -3.6% | -0.3% | -3.5% |
| 7D | +1.2% | +2.2% | -1.1% | +0.8% |
| 30D | +16.2% | +9.6% | +6.6% | +14.7% |
| 3M | +27.9% | -17.9% | +45.8% | +29.9% |
| 6M | +27.1% | +6.6% | +20.5% | +25.5% |
| YTD | +39.0% | -15.5% | +54.5% | +36.5% |
| 1Y | +40.1% | -16.2% | +56.3% | +37.8% |
| All | +40.1% | -16.8% | +56.8% | +37.8% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 FND 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