+29.3%
V vs GILD
+45.2%
-15.9%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GILD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +4.2% | -0.3% | +3.1% |
| 7D | +9.0% | +9.6% | -0.6% | +7.4% |
| 30D | +18.1% | +20.6% | -2.6% | +14.8% |
| 3M | +18.3% | +29.7% | -11.4% | +13.7% |
| 6M | +34.1% | +33.1% | +1.0% | +28.2% |
| YTD | +25.2% | +44.7% | -19.5% | +18.4% |
| 1Y | +29.3% | +45.4% | -16.0% | +22.0% |
| All | +29.3% | +45.2% | -15.9% | +22.0% |
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