+4.3%
QQQ vs GILD
+40.5%
-36.2%
-14.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GILD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | -4.0% | -2.5% | -6.4% |
| 7D | -9.5% | +1.2% | -10.7% | -9.4% |
| 30D | -14.8% | +16.2% | -31.0% | -15.0% |
| 3M | -9.7% | +27.9% | -37.6% | -10.2% |
| 6M | -4.9% | +27.1% | -31.9% | -5.4% |
| YTD | +5.7% | +39.0% | -33.3% | +5.3% |
| 1Y | +4.3% | +40.1% | -35.8% | +4.1% |
| All | +4.3% | +40.5% | -36.2% | +4.1% |
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