+105.9%
GILD vs FND
-50.3%
+156.2%
-26.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.0% | -1.8% | -0.9% |
| 7D | -4.8% | -5.8% | +0.9% | -4.3% |
| 30D | +5.8% | -20.2% | +26.0% | +8.1% |
| 3M | +14.9% | -12.0% | +26.9% | +16.1% |
| 6M | -0.4% | -18.5% | +18.2% | +1.1% |
| YTD | +18.5% | -22.3% | +40.8% | +20.2% |
| 1Y | +25.1% | -47.6% | +72.8% | +31.7% |
| 3Y | +105.9% | -49.8% | +155.7% | +109.9% |
| All | +105.9% | -50.3% | +156.2% | +109.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling