+40.1%
GILD vs MDY
+12.5%
+27.6%
-21.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -3.9% | 0.0% | -2.5% |
| 7D | +1.2% | -3.4% | +4.6% | +2.5% |
| 30D | +16.2% | -3.2% | +19.3% | +17.5% |
| 3M | +27.9% | -6.7% | +34.6% | +31.0% |
| 6M | +27.1% | -1.8% | +28.9% | +27.4% |
| YTD | +39.0% | +9.2% | +29.8% | +33.8% |
| 1Y | +40.1% | +11.7% | +28.3% | +34.7% |
| All | +40.1% | +12.5% | +27.6% | +34.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 MDY 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