+40.1%
GILD vs RGEN
+15.1%
+25.0%
-21.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -5.5% | +1.5% | -3.4% |
| 7D | +1.2% | -10.7% | +11.9% | +2.3% |
| 30D | +16.2% | -3.6% | +19.8% | +16.5% |
| 3M | +27.9% | +6.2% | +21.7% | +26.5% |
| 6M | +27.1% | +34.1% | -7.1% | +22.2% |
| YTD | +39.0% | +2.8% | +36.2% | +36.4% |
| 1Y | +40.1% | +15.5% | +24.6% | +31.8% |
| All | +40.1% | +15.1% | +25.0% | +31.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RGEN.
Daily Out/Under-Performance
Portfolio return minus RGEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGEN 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 RGEN 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