+32,991.5%
GILD vs BN
+17,612.4%
+15,379.1%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.4% | -1.2% | -0.9% |
| 7D | -4.8% | -5.2% | +0.4% | -3.6% |
| 30D | +5.8% | -14.5% | +20.3% | +9.9% |
| 3M | +14.9% | -15.0% | +29.9% | +19.5% |
| 6M | -0.4% | -5.4% | +5.1% | +0.6% |
| YTD | +18.5% | -16.4% | +35.0% | +22.9% |
| 1Y | +25.1% | -16.2% | +41.4% | +29.3% |
| 3Y | +105.9% | +67.5% | +38.4% | +74.5% |
| 5Y | +143.0% | +34.1% | +108.9% | +113.0% |
| 10Y | +162.4% | +261.8% | -99.4% | +69.0% |
| All | +32,991.5% | +17,612.4% | +15,379.1% | +7,024.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN 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 BN 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