+159.7%
GILD vs BEN
+56.6%
+103.1%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | 0.0% | -0.7% | -0.7% |
| 7D | -4.8% | -3.1% | -1.7% | -4.1% |
| 30D | +5.8% | +0.2% | +5.6% | +5.7% |
| 3M | +14.9% | +6.8% | +8.1% | +13.0% |
| 6M | -0.4% | +38.1% | -38.5% | -7.9% |
| YTD | +18.5% | +44.3% | -25.8% | +8.0% |
| 1Y | +25.1% | +42.6% | -17.5% | +14.2% |
| 3Y | +105.9% | +52.3% | +53.6% | +81.3% |
| 5Y | +143.0% | +37.6% | +105.3% | +113.2% |
| All | +159.7% | +56.6% | +103.1% | +100.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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