+79.4%
AMZN vs GILD
+108.6%
-29.1%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GILD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.8% | +2.7% | +2.0% |
| 7D | -0.7% | -4.8% | +4.2% | -0.2% |
| 30D | -3.9% | +5.8% | -9.7% | -4.5% |
| 3M | +6.3% | +14.9% | -8.6% | +4.8% |
| 6M | +20.8% | -0.4% | +21.1% | +20.6% |
| YTD | +11.2% | +18.5% | -7.3% | +9.2% |
| 1Y | +11.7% | +25.1% | -13.5% | +8.9% |
| 3Y | +79.4% | +105.9% | -26.5% | +59.2% |
| All | +79.4% | +108.6% | -29.1% | +59.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling