+39,200.4%
GILD vs DOC
+1,552.2%
+37,648.2%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.1% | -0.5% | -0.6% |
| 7D | -2.7% | +1.0% | -3.8% | -3.0% |
| 30D | +12.8% | +8.1% | +4.7% | +10.8% |
| 3M | +25.7% | +0.9% | +24.8% | +25.4% |
| 6M | +28.7% | +6.3% | +22.4% | +26.6% |
| YTD | +40.8% | +33.8% | +7.0% | +30.8% |
| 1Y | +41.9% | +21.6% | +20.3% | +34.7% |
| 3Y | +145.7% | +53.4% | +92.3% | +118.9% |
| 5Y | +200.8% | -21.0% | +221.8% | +208.3% |
| 10Y | +216.4% | +22.5% | +193.9% | +177.0% |
| All | +39,200.4% | +1,552.2% | +37,648.2% | +15,087.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling