+142.4%
GILD vs ALL
+115.3%
+27.2%
-26.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.8% | -1.5% | -0.9% |
| 7D | -4.8% | -2.3% | -2.6% | -4.3% |
| 30D | +5.8% | -0.4% | +6.2% | +5.9% |
| 3M | +14.9% | +16.0% | -1.1% | +10.7% |
| 6M | -0.4% | +24.6% | -24.9% | -5.8% |
| YTD | +18.5% | +23.7% | -5.1% | +12.1% |
| 1Y | +25.1% | +27.7% | -2.6% | +17.2% |
| 3Y | +105.9% | +150.2% | -44.3% | +60.9% |
| All | +142.4% | +115.3% | +27.2% | +96.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ALL.
Daily Out/Under-Performance
Portfolio return minus ALL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALL 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 5y: compounded portfolio wealth divided by compounded ALL 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…
5y analysis · Full analysis span regression · 6 months rolling