+89.0%
GILD vs NXT
+173.5%
-84.4%
-26.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.9% | -2.6% | -0.8% |
| 7D | -4.8% | -1.9% | -2.9% | -4.8% |
| 30D | +5.8% | -20.0% | +25.8% | +6.3% |
| 3M | +14.9% | -30.7% | +45.7% | +15.8% |
| 6M | -0.4% | -29.0% | +28.6% | +0.1% |
| YTD | +18.5% | -4.8% | +23.4% | +18.2% |
| 1Y | +25.1% | +22.8% | +2.3% | +23.9% |
| 3Y | +105.9% | +93.9% | +12.0% | +97.7% |
| All | +89.0% | +173.5% | -84.4% | +77.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling