+105.9%
GILD vs RACE
+42.2%
+63.7%
-26.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.3% | -2.0% | -0.9% |
| 7D | -4.8% | +0.9% | -5.8% | -4.9% |
| 30D | +5.8% | +1.6% | +4.2% | +5.5% |
| 3M | +14.9% | +13.2% | +1.8% | +13.2% |
| 6M | -0.4% | +22.9% | -23.2% | -2.9% |
| YTD | +18.5% | +13.3% | +5.3% | +16.3% |
| 1Y | +25.1% | -12.7% | +37.8% | +26.2% |
| 3Y | +105.9% | +40.3% | +65.6% | +88.8% |
| All | +105.9% | +42.2% | +63.7% | +88.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling