+45.4%
GILD vs LOW
-0.5%
+45.8%
-21.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +7.5% | -3.3% | +2.1% |
| 7D | +9.6% | +15.6% | -6.0% | +5.3% |
| 30D | +20.6% | +28.6% | -8.0% | +12.8% |
| 3M | +29.7% | +5.8% | +23.9% | +27.3% |
| 6M | +33.1% | +3.8% | +29.3% | +31.1% |
| YTD | +44.7% | -2.8% | +47.5% | +45.3% |
| 1Y | +45.4% | -1.4% | +46.8% | +45.5% |
| All | +45.4% | -0.5% | +45.8% | +45.5% |
Cumulative growth
Daily Returns
Daily percentage return beside LOW.
Daily Out/Under-Performance
Portfolio return minus LOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LOW 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 LOW 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