+1,265.5%
DIS vs GILD
+38,746.6%
-37,481.1%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GILD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.8% | +1.4% | +0.8% |
| 7D | +1.2% | -4.8% | +6.0% | +1.9% |
| 30D | +3.2% | +5.8% | -2.6% | +2.4% |
| 3M | +7.0% | +14.9% | -7.9% | +4.8% |
| 6M | +6.4% | -0.4% | +6.8% | +6.3% |
| YTD | -5.6% | +18.5% | -24.2% | -8.1% |
| 1Y | -7.7% | +25.1% | -32.8% | -10.9% |
| 3Y | +33.2% | +105.9% | -72.7% | +19.0% |
| 5Y | -40.3% | +143.0% | -183.3% | -48.0% |
| 10Y | +25.1% | +162.4% | -137.3% | +6.3% |
| All | +1,265.5% | +38,746.6% | -37,481.1% | +555.2% |
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 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