+38.6%
GILD vs TRI
-18.3%
+56.8%
-21.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -4.7% | +4.3% | 0.0% |
| 7D | -2.2% | -4.8% | +2.6% | -1.9% |
| 30D | +13.6% | +13.4% | +0.3% | +12.7% |
| 3M | +28.3% | +13.1% | +15.1% | +27.1% |
| 6M | +23.9% | +24.4% | -0.5% | +22.8% |
| YTD | +38.4% | -11.4% | +49.9% | +47.8% |
| 1Y | +38.6% | -15.6% | +54.2% | +52.6% |
| All | +38.6% | -18.3% | +56.8% | +52.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 TRI 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