+159.7%
GILD vs AU
+699.0%
-539.2%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.5% | -1.3% | -0.8% |
| 7D | -4.8% | -4.3% | -0.6% | -4.7% |
| 30D | +5.8% | +7.3% | -1.5% | +5.4% |
| 3M | +14.9% | +26.3% | -11.4% | +13.7% |
| 6M | -0.4% | +1.8% | -2.1% | -0.8% |
| YTD | +18.5% | +26.8% | -8.3% | +17.0% |
| 1Y | +25.1% | +66.7% | -41.6% | +22.1% |
| 3Y | +105.9% | +579.1% | -473.2% | +88.9% |
| 5Y | +143.0% | +689.3% | -546.4% | +120.3% |
| All | +159.7% | +699.0% | -539.2% | +135.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 AU 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