+32,991.5%
GILD vs BEN
+2,489.5%
+30,502.0%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | 0.0% | -0.7% | -0.7% |
| 7D | -4.8% | -3.1% | -1.7% | -3.8% |
| 30D | +5.8% | +0.2% | +5.6% | +5.6% |
| 3M | +14.9% | +6.8% | +8.1% | +12.2% |
| 6M | -0.4% | +38.1% | -38.5% | -11.1% |
| YTD | +18.5% | +44.3% | -25.8% | +3.8% |
| 1Y | +25.1% | +42.6% | -17.5% | +9.8% |
| 3Y | +105.9% | +52.3% | +53.6% | +71.2% |
| 5Y | +143.0% | +37.6% | +105.3% | +101.1% |
| 10Y | +162.4% | +55.4% | +107.0% | +91.8% |
| All | +32,991.5% | +2,489.5% | +30,502.0% | +8,628.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling