+45.9%
GILD vs PBF
+112.9%
-67.1%
-21.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PBF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -6.7% | +10.9% | +3.9% |
| 7D | +9.6% | -0.9% | +10.5% | +9.5% |
| 30D | +20.6% | -13.7% | +34.4% | +19.9% |
| 3M | +29.7% | +10.6% | +19.1% | +30.3% |
| 6M | +33.1% | +61.2% | -28.1% | +35.8% |
| YTD | +44.7% | +172.7% | -128.0% | +47.0% |
| All | +45.9% | +112.9% | -67.1% | +50.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PBF.
Daily Out/Under-Performance
Portfolio return minus PBF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PBF 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 PBF 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