+14.8%
SPY vs GILD
+45.2%
-30.4%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GILD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +4.2% | -2.5% | +1.4% |
| 7D | -0.7% | +9.6% | -10.3% | -1.3% |
| 30D | -1.0% | +20.6% | -21.7% | -2.3% |
| 3M | -0.3% | +29.7% | -30.1% | -2.3% |
| 6M | +7.3% | +33.1% | -25.8% | +4.9% |
| YTD | +13.3% | +44.7% | -31.4% | +11.0% |
| 1Y | +14.8% | +45.4% | -30.6% | +12.4% |
| All | +14.8% | +45.2% | -30.4% | +12.4% |
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