+37.4%
GILD vs FRSH
-3.3%
+40.7%
-21.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -4.7% | +4.6% | -0.2% |
| 7D | +3.7% | -8.2% | +11.8% | +3.5% |
| 30D | +14.6% | +10.5% | +4.1% | +14.8% |
| 3M | +17.7% | +32.7% | -15.1% | +19.0% |
| 6M | +3.1% | +50.3% | -47.2% | +5.5% |
| YTD | +24.5% | +3.9% | +20.6% | +30.5% |
| 1Y | +37.4% | -2.2% | +39.5% | +47.3% |
| All | +37.4% | -3.3% | +40.7% | +47.3% |
Cumulative growth
Daily Returns
Daily percentage return beside FRSH.
Daily Out/Under-Performance
Portfolio return minus FRSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FRSH 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 FRSH 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