+142.4%
GILD vs AR
+135.2%
+7.2%
-26.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.9% | +1.1% | -0.7% |
| 7D | -4.8% | -2.5% | -2.3% | -4.7% |
| 30D | +5.8% | +2.5% | +3.2% | +5.7% |
| 3M | +14.9% | +12.3% | +2.6% | +14.4% |
| 6M | -0.4% | -3.1% | +2.8% | -0.4% |
| YTD | +18.5% | +11.5% | +7.0% | +17.7% |
| 1Y | +25.1% | +17.0% | +8.1% | +23.9% |
| 3Y | +105.9% | +47.3% | +58.6% | +100.7% |
| All | +142.4% | +135.2% | +7.2% | +131.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AR.
Daily Out/Under-Performance
Portfolio return minus AR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AR 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 AR 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