+40.1%
GILD vs NXT
-2.0%
+42.1%
-21.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -6.7% | +2.7% | -3.8% |
| 7D | +1.2% | +24.7% | -23.6% | +0.8% |
| 30D | +16.2% | +13.0% | +3.1% | +16.0% |
| 3M | +27.9% | -0.2% | +28.1% | +28.2% |
| 6M | +27.1% | -19.3% | +46.3% | +27.6% |
| YTD | +39.0% | +14.3% | +24.7% | +36.8% |
| 1Y | +40.1% | -11.0% | +51.0% | +38.0% |
| All | +40.1% | -2.0% | +42.1% | +38.0% |
Cumulative growth
Daily Returns
Daily percentage return beside NXT.
Daily Out/Under-Performance
Portfolio return minus NXT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NXT 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 NXT 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