+41.9%
GILD vs PBR
+40.6%
+1.3%
-21.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PBR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.5% | +1.8% | -0.7% |
| 7D | -2.7% | -9.1% | +6.4% | -3.0% |
| 30D | +12.8% | -29.9% | +42.7% | +11.6% |
| 3M | +25.7% | +2.3% | +23.4% | +24.8% |
| 6M | +28.7% | -10.9% | +39.6% | +28.4% |
| YTD | +40.8% | +56.9% | -16.1% | +28.2% |
| 1Y | +41.9% | +38.0% | +3.9% | +31.1% |
| All | +41.9% | +40.6% | +1.3% | +31.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PBR.
Daily Out/Under-Performance
Portfolio return minus PBR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PBR 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 PBR 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