+14,138.6%
GILD vs A
+442.5%
+13,696.1%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +2.7% | -3.4% | -1.5% |
| 7D | -4.8% | -2.6% | -2.2% | -4.1% |
| 30D | +5.8% | -0.9% | +6.7% | +6.0% |
| 3M | +14.9% | +13.6% | +1.3% | +10.3% |
| 6M | -0.4% | +27.8% | -28.2% | -8.4% |
| YTD | +18.5% | +8.6% | +9.9% | +14.2% |
| 1Y | +25.1% | +16.9% | +8.2% | +17.5% |
| 3Y | +105.9% | +32.9% | +73.0% | +81.5% |
| 5Y | +143.0% | -14.1% | +157.1% | +139.3% |
| 10Y | +162.4% | +254.1% | -91.7% | +63.0% |
| All | +14,138.6% | +442.5% | +13,696.1% | +5,333.5% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 A 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