+45.4%
GILD vs ROIV
+97.8%
-52.5%
-21.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +6.1% | -1.9% | +3.8% |
| 7D | +9.6% | +3.0% | +6.6% | +9.4% |
| 30D | +20.6% | +6.8% | +13.8% | +20.2% |
| 3M | +29.7% | +10.5% | +19.2% | +28.9% |
| 6M | +33.1% | +34.8% | -1.7% | +30.0% |
| YTD | +44.7% | +76.2% | -31.5% | +39.0% |
| 1Y | +45.4% | +92.4% | -47.0% | +39.5% |
| All | +45.4% | +97.8% | -52.5% | +39.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 ROIV 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