+146.4%
GILD vs DOC
+53.4%
+92.9%
-26.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.3% | +0.2% | -0.8% |
| 7D | +0.2% | 0.0% | +0.2% | +0.2% |
| 30D | +13.5% | +6.6% | +7.0% | +11.9% |
| 3M | +24.3% | -1.1% | +25.4% | +24.4% |
| 6M | +26.0% | +4.8% | +21.2% | +24.5% |
| YTD | +39.3% | +32.1% | +7.2% | +30.3% |
| 1Y | +39.5% | +21.9% | +17.6% | +32.8% |
| All | +146.4% | +53.4% | +92.9% | +130.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 3y: compounded portfolio wealth divided by compounded DOC 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…
3y analysis · Full analysis span regression · 6 months rolling