+87.6%
SMH vs GILD
+27.8%
+59.9%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GILD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.8% | +2.2% | +1.5% |
| 7D | +0.3% | -4.8% | +5.1% | +0.1% |
| 30D | -2.8% | +5.8% | -8.6% | -2.7% |
| 3M | -6.7% | +14.9% | -21.6% | -6.9% |
| 6M | +41.8% | -0.4% | +42.1% | +44.3% |
| YTD | +57.9% | +18.5% | +39.3% | +60.5% |
| 1Y | +87.6% | +25.1% | +62.5% | +93.6% |
| All | +87.6% | +27.8% | +59.9% | +93.6% |
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