+41.9%
GILD vs SPXU
-28.1%
+70.0%
-21.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.9% | +3.2% | -1.2% |
| 7D | -2.7% | +1.5% | -4.3% | -2.3% |
| 30D | +12.8% | +6.4% | +6.5% | +13.8% |
| 3M | +25.7% | +4.2% | +21.5% | +26.6% |
| 6M | +28.7% | -7.8% | +36.4% | +27.7% |
| YTD | +40.8% | -27.5% | +68.3% | +33.5% |
| 1Y | +41.9% | -27.1% | +69.1% | +35.0% |
| All | +41.9% | -28.1% | +70.0% | +35.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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