+14.5%
XLK vs GILD
+40.3%
-25.7%
-19.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GILD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.4% | +1.9% | +1.4% |
| 7D | -8.2% | -2.2% | -6.0% | -8.2% |
| 30D | -18.2% | +13.6% | -31.8% | -17.6% |
| 3M | -11.0% | +28.3% | -39.3% | -10.3% |
| 6M | -2.9% | +23.9% | -26.8% | -1.7% |
| YTD | +14.8% | +38.4% | -23.6% | +15.5% |
| 1Y | +14.5% | +38.6% | -24.1% | +15.3% |
| All | +14.5% | +40.3% | -25.7% | +15.3% |
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