+142.4%
GILD vs UUUU
+79.1%
+63.3%
-26.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -5.0% | +4.2% | -0.6% |
| 7D | -4.8% | -10.5% | +5.7% | -4.6% |
| 30D | +5.8% | -10.5% | +16.3% | +6.0% |
| 3M | +14.9% | -14.1% | +29.1% | +15.2% |
| 6M | -0.4% | -35.5% | +35.1% | +0.4% |
| YTD | +18.5% | -10.9% | +29.5% | +18.3% |
| 1Y | +25.1% | +3.4% | +21.8% | +23.8% |
| 3Y | +105.9% | +73.1% | +32.8% | +98.1% |
| All | +142.4% | +79.1% | +63.3% | +129.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling