+40.1%
GILD vs TRV
+47.2%
-7.1%
-21.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -1.6% | -2.4% | -3.6% |
| 7D | +1.2% | +1.2% | 0.0% | +0.9% |
| 30D | +16.2% | +11.7% | +4.5% | +13.9% |
| 3M | +27.9% | +5.7% | +22.2% | +26.6% |
| 6M | +27.1% | +34.7% | -7.6% | +18.7% |
| YTD | +39.0% | +40.5% | -1.5% | +27.9% |
| 1Y | +40.1% | +47.9% | -7.8% | +26.1% |
| All | +40.1% | +47.2% | -7.1% | +26.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TRV.
Daily Out/Under-Performance
Portfolio return minus TRV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRV 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 TRV 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