+38.6%
GILD vs UUUU
-57.7%
+96.3%
-21.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.1% | -1.5% | -0.4% |
| 7D | -2.2% | -13.6% | +11.4% | -1.9% |
| 30D | +13.6% | -35.1% | +48.7% | +14.7% |
| 3M | +28.3% | -48.4% | +76.6% | +30.4% |
| 6M | +23.9% | -71.7% | +95.6% | +28.0% |
| YTD | +38.4% | -54.2% | +92.6% | +41.2% |
| 1Y | +38.6% | -56.0% | +94.5% | +41.6% |
| All | +38.6% | -57.7% | +96.3% | +41.6% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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