-7.5%
T vs GILD
+27.8%
-35.2%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GILD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.8% | +2.7% | +2.1% |
| 7D | +1.5% | -4.8% | +6.3% | +2.0% |
| 30D | +7.5% | +5.8% | +1.7% | +6.7% |
| 3M | +14.8% | +14.9% | -0.1% | +13.0% |
| 6M | -1.7% | -0.4% | -1.4% | -2.3% |
| YTD | +8.7% | +18.5% | -9.8% | +7.6% |
| 1Y | -7.5% | +25.1% | -32.6% | -9.0% |
| All | -7.5% | +27.8% | -35.2% | -9.0% |
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