+25.1%
GILD vs TRV
+39.8%
-14.7%
-21.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +2.1% | -2.8% | -1.2% |
| 7D | -4.8% | +1.9% | -6.8% | -5.2% |
| 30D | +5.8% | +1.7% | +4.1% | +5.4% |
| 3M | +14.9% | +23.9% | -9.0% | +8.5% |
| 6M | -0.4% | +26.3% | -26.6% | -6.5% |
| YTD | +18.5% | +30.8% | -12.3% | +9.9% |
| 1Y | +25.1% | +36.3% | -11.2% | +15.4% |
| All | +25.1% | +39.8% | -14.7% | +15.4% |
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