-38.7%
NOW vs GILD
+45.2%
-83.9%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GILD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +4.2% | -4.5% | +0.1% |
| 7D | -27.5% | +9.6% | -37.1% | -26.7% |
| 30D | -20.0% | +20.6% | -40.7% | -19.5% |
| 3M | -7.9% | +29.7% | -37.6% | -7.2% |
| 6M | +18.3% | +33.1% | -14.8% | +18.3% |
| YTD | -29.0% | +44.7% | -73.7% | -32.2% |
| 1Y | -38.7% | +45.4% | -84.1% | -41.5% |
| All | -38.7% | +45.2% | -83.9% | -41.5% |
Cumulative growth
Daily Returns
Daily percentage return beside GILD.
Daily Out/Under-Performance
Portfolio return minus GILD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GILD 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 GILD 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