+750.6%
GILD vs ACWI
+348.1%
+402.5%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.8% | +0.3% | -0.1% |
| 7D | -4.2% | -1.9% | -2.3% | -3.1% |
| 30D | +6.7% | -1.3% | +8.0% | +7.5% |
| 3M | +20.0% | +5.0% | +15.0% | +16.2% |
| 6M | -1.3% | +11.7% | -13.1% | -8.1% |
| YTD | +19.4% | +13.0% | +6.5% | +10.4% |
| 1Y | +28.9% | +19.2% | +9.7% | +15.2% |
| 3Y | +110.3% | +75.0% | +35.3% | +46.6% |
| 5Y | +144.8% | +67.1% | +77.8% | +73.3% |
| 10Y | +164.4% | +229.0% | -64.7% | +17.9% |
| All | +750.6% | +348.1% | +402.5% | +238.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 ACWI 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