+40.1%
GILD vs RRC
+37.3%
+2.8%
-21.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -3.7% | -0.3% | -3.7% |
| 7D | +1.2% | -6.9% | +8.0% | +1.6% |
| 30D | +16.2% | +25.4% | -9.2% | +14.0% |
| 3M | +27.9% | +31.9% | -4.0% | +24.8% |
| 6M | +27.1% | +17.2% | +9.9% | +24.7% |
| YTD | +39.0% | +43.4% | -4.4% | +30.0% |
| 1Y | +40.1% | +36.7% | +3.3% | +30.8% |
| All | +40.1% | +37.3% | +2.8% | +30.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RRC.
Daily Out/Under-Performance
Portfolio return minus RRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRC 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 RRC 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