+41.9%
GILD vs RDW
+32.7%
+9.2%
-21.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +3.3% | -4.0% | -0.7% |
| 7D | -2.7% | +8.8% | -11.5% | -2.8% |
| 30D | +12.8% | -8.9% | +21.7% | +12.8% |
| 3M | +25.7% | -37.8% | +63.5% | +26.2% |
| 6M | +28.7% | -30.9% | +59.6% | +29.6% |
| YTD | +40.8% | +10.5% | +30.2% | +41.5% |
| 1Y | +41.9% | +37.0% | +4.9% | +43.1% |
| All | +41.9% | +32.7% | +9.2% | +43.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RDW.
Daily Out/Under-Performance
Portfolio return minus RDW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RDW 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 RDW 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