+40.1%
GILD vs SPMO
+3.6%
+36.5%
-21.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -7.3% | +3.3% | -4.3% |
| 7D | +1.2% | -14.0% | +15.2% | +0.3% |
| 30D | +16.2% | -20.0% | +36.1% | +14.8% |
| 3M | +27.9% | -18.4% | +46.3% | +26.4% |
| 6M | +27.1% | -10.9% | +38.0% | +21.8% |
| YTD | +39.0% | +3.2% | +35.7% | +27.5% |
| 1Y | +40.1% | +3.1% | +37.0% | +28.9% |
| All | +40.1% | +3.6% | +36.5% | +28.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SPMO.
Daily Out/Under-Performance
Portfolio return minus SPMO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPMO 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 SPMO 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