-4.9%
SHOP vs GILD
+45.2%
-50.1%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GILD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +4.2% | +3.2% | +7.4% |
| 7D | -9.0% | +9.6% | -18.6% | -8.6% |
| 30D | -4.4% | +20.6% | -25.1% | -3.3% |
| 3M | +24.1% | +29.7% | -5.6% | +27.2% |
| 6M | +20.0% | +33.1% | -13.1% | +22.4% |
| YTD | -4.9% | +44.7% | -49.6% | -3.0% |
| 1Y | -4.9% | +45.4% | -50.3% | -3.3% |
| All | -4.9% | +45.2% | -50.1% | -3.3% |
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