+159.7%
GILD vs ASX
+964.2%
-804.4%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.0% | +0.2% | -0.7% |
| 7D | -4.8% | +5.2% | -10.0% | -5.3% |
| 30D | +5.8% | +0.5% | +5.3% | +5.6% |
| 3M | +14.9% | +8.3% | +6.6% | +13.1% |
| 6M | -0.4% | +82.0% | -82.4% | -7.8% |
| YTD | +18.5% | +147.6% | -129.1% | +6.0% |
| 1Y | +25.1% | +258.8% | -233.7% | +7.3% |
| 3Y | +105.9% | +452.1% | -346.2% | +64.4% |
| 5Y | +143.0% | +441.7% | -298.8% | +90.8% |
| All | +159.7% | +964.2% | -804.4% | +77.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ASX.
Daily Out/Under-Performance
Portfolio return minus ASX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ASX 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 10y: compounded portfolio wealth divided by compounded ASX 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…
10y analysis · Full analysis span regression · 6 months rolling