+45.4%
GILD vs SPG
+34.3%
+11.1%
-21.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +2.9% | +1.3% | +2.8% |
| 7D | +9.6% | +8.2% | +1.4% | +5.8% |
| 30D | +20.6% | +13.5% | +7.2% | +14.1% |
| 3M | +29.7% | +2.2% | +27.5% | +28.4% |
| 6M | +33.1% | +15.9% | +17.2% | +24.5% |
| YTD | +44.7% | +27.6% | +17.1% | +29.0% |
| 1Y | +45.4% | +30.9% | +14.4% | +28.5% |
| All | +45.4% | +34.3% | +11.1% | +28.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SPG.
Daily Out/Under-Performance
Portfolio return minus SPG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPG 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 SPG 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