+1,354.4%
BAC vs GILD
+38,746.6%
-37,392.1%
-93.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GILD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.8% | +1.0% | +0.3% |
| 7D | 0.0% | -4.8% | +4.8% | +0.8% |
| 30D | -2.8% | +5.8% | -8.6% | -3.7% |
| 3M | +14.2% | +14.9% | -0.7% | +11.5% |
| 6M | +30.5% | -0.4% | +30.9% | +30.3% |
| YTD | +15.8% | +18.5% | -2.7% | +12.1% |
| 1Y | +26.2% | +25.1% | +1.0% | +21.0% |
| 3Y | +136.5% | +105.9% | +30.6% | +107.6% |
| 5Y | +75.9% | +143.0% | -67.0% | +49.9% |
| 10Y | +397.9% | +162.4% | +235.5% | +315.8% |
| All | +1,354.4% | +38,746.6% | -37,392.1% | +623.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling