+25.1%
GILD vs TE
+149.2%
-124.1%
-21.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.7% | -1.4% | -0.7% |
| 7D | -4.8% | +0.2% | -5.0% | -4.8% |
| 30D | +5.8% | -5.9% | +11.7% | +5.7% |
| 3M | +14.9% | -45.6% | +60.5% | +13.4% |
| 6M | -0.4% | -43.4% | +43.0% | -1.0% |
| YTD | +18.5% | -31.0% | +49.5% | +18.8% |
| 1Y | +25.1% | +145.2% | -120.1% | +29.2% |
| All | +25.1% | +149.2% | -124.1% | +29.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TE.
Daily Out/Under-Performance
Portfolio return minus TE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TE 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 TE 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