+1,083.6%
GILD vs UUUU
-92.8%
+1,176.4%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -5.0% | +4.2% | -0.6% |
| 7D | -4.8% | -10.5% | +5.7% | -4.5% |
| 30D | +5.8% | -10.5% | +16.3% | +6.1% |
| 3M | +14.9% | -14.1% | +29.1% | +15.3% |
| 6M | -0.4% | -35.5% | +35.1% | +0.7% |
| YTD | +18.5% | -10.9% | +29.5% | +18.0% |
| 1Y | +25.1% | +3.4% | +21.8% | +23.3% |
| 3Y | +105.9% | +73.1% | +32.8% | +96.4% |
| 5Y | +143.0% | +87.1% | +55.8% | +127.2% |
| 10Y | +162.4% | +463.0% | -300.7% | +125.3% |
| All | +1,083.6% | -92.8% | +1,176.4% | +936.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling