+45.9%
GILD vs HIG
+9.2%
+36.6%
-21.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +2.4% | +1.8% | +3.5% |
| 7D | +9.6% | +6.2% | +3.4% | +7.9% |
| 30D | +20.6% | +9.4% | +11.2% | +18.0% |
| 3M | +29.7% | -2.3% | +32.1% | +30.4% |
| 6M | +33.1% | +4.2% | +28.9% | +31.4% |
| YTD | +44.7% | +1.6% | +43.1% | +44.7% |
| All | +45.9% | +9.2% | +36.6% | +44.4% |
Cumulative growth
Daily Returns
Daily percentage return beside HIG.
Daily Out/Under-Performance
Portfolio return minus HIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HIG 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 HIG 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