+37.4%
GILD vs SPOT
-21.9%
+59.3%
-21.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -3.2% | +3.0% | -0.1% |
| 7D | +3.7% | -0.9% | +4.6% | +3.7% |
| 30D | +14.6% | +12.5% | +2.1% | +14.3% |
| 3M | +17.7% | +9.9% | +7.8% | +17.3% |
| 6M | +3.1% | +1.6% | +1.6% | +2.5% |
| YTD | +24.5% | -6.6% | +31.1% | +26.5% |
| 1Y | +37.4% | -22.9% | +60.3% | +40.9% |
| All | +37.4% | -21.9% | +59.3% | +40.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SPOT.
Daily Out/Under-Performance
Portfolio return minus SPOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPOT 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 SPOT 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