+45.4%
GILD vs STT
+53.6%
-8.2%
-21.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +2.2% | +2.0% | +4.2% |
| 7D | +9.6% | -0.1% | +9.7% | +9.6% |
| 30D | +20.6% | -1.7% | +22.3% | +20.6% |
| 3M | +29.7% | -6.4% | +36.1% | +29.5% |
| 6M | +33.1% | +17.7% | +15.4% | +32.6% |
| YTD | +44.7% | +36.9% | +7.8% | +41.5% |
| 1Y | +45.4% | +52.0% | -6.7% | +42.6% |
| All | +45.4% | +53.6% | -8.2% | +42.6% |
Cumulative growth
Daily Returns
Daily percentage return beside STT.
Daily Out/Under-Performance
Portfolio return minus STT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STT 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 STT 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