+41.9%
GILD vs SU
+62.8%
-20.9%
-21.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.8% | -2.5% | -0.7% |
| 7D | -2.7% | -4.3% | +1.5% | -2.6% |
| 30D | +12.8% | -6.2% | +19.0% | +12.8% |
| 3M | +25.7% | +9.7% | +16.0% | +24.7% |
| 6M | +28.7% | +7.3% | +21.4% | +26.8% |
| YTD | +40.8% | +58.7% | -18.0% | +18.7% |
| 1Y | +41.9% | +59.7% | -17.8% | +18.8% |
| All | +41.9% | +62.8% | -20.9% | +18.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 SU 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