+25.1%
GILD vs FTV
+14.7%
+10.4%
-21.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.3% | -1.1% | -0.8% |
| 7D | -4.8% | -4.0% | -0.9% | -4.4% |
| 30D | +5.8% | -11.0% | +16.8% | +7.1% |
| 3M | +14.9% | -8.4% | +23.3% | +15.9% |
| 6M | -0.4% | -2.6% | +2.2% | -0.4% |
| YTD | +18.5% | -0.6% | +19.1% | +15.8% |
| 1Y | +25.1% | +11.0% | +14.2% | +18.2% |
| All | +25.1% | +14.7% | +10.4% | +18.2% |
Cumulative growth
Daily Returns
Daily percentage return beside FTV.
Daily Out/Under-Performance
Portfolio return minus FTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FTV 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 FTV 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