+325.3%
STX vs GILD
+27.8%
+297.5%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GILD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.8% | -3.0% | -3.9% |
| 7D | -2.3% | -4.8% | +2.6% | -3.4% |
| 30D | -5.5% | +5.8% | -11.2% | -4.4% |
| 3M | -4.3% | +14.9% | -19.2% | -3.3% |
| 6M | +115.6% | -0.4% | +116.0% | +125.4% |
| YTD | +202.2% | +18.5% | +183.7% | +210.2% |
| 1Y | +325.3% | +25.1% | +300.2% | +353.4% |
| All | +325.3% | +27.8% | +297.5% | +353.4% |
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