+37.4%
GILD vs FND
-36.4%
+73.7%
-21.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.7% | -1.9% | -0.3% |
| 7D | +3.7% | -5.2% | +8.9% | +4.2% |
| 30D | +14.6% | -19.9% | +34.5% | +17.2% |
| 3M | +17.7% | +2.7% | +14.9% | +17.2% |
| 6M | +3.1% | -21.7% | +24.8% | +4.9% |
| YTD | +24.5% | -17.5% | +42.0% | +24.6% |
| 1Y | +37.4% | -39.3% | +76.7% | +47.8% |
| All | +37.4% | -36.4% | +73.7% | +47.8% |
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