+45.4%
GILD vs RACE
+10.6%
+34.8%
-21.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +4.3% | -0.1% | +3.6% |
| 7D | +9.6% | +9.9% | -0.3% | +8.3% |
| 30D | +20.6% | +12.8% | +7.8% | +18.9% |
| 3M | +29.7% | +7.4% | +22.4% | +28.4% |
| 6M | +33.1% | +27.6% | +5.5% | +29.2% |
| YTD | +44.7% | +18.4% | +26.3% | +40.0% |
| 1Y | +45.4% | +9.5% | +35.8% | +41.9% |
| All | +45.4% | +10.6% | +34.8% | +41.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 RACE 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