+25.1%
GILD vs TRU
-13.7%
+38.8%
-21.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.0% | -1.7% | -0.9% |
| 7D | -4.8% | -2.7% | -2.1% | -4.4% |
| 30D | +5.8% | -2.0% | +7.8% | +6.0% |
| 3M | +14.9% | +18.4% | -3.5% | +12.9% |
| 6M | -0.4% | +8.9% | -9.2% | -1.7% |
| YTD | +18.5% | -8.9% | +27.5% | +19.0% |
| 1Y | +25.1% | -15.9% | +41.0% | +27.5% |
| All | +25.1% | -13.7% | +38.8% | +27.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 TRU 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