+192.1%
GILD vs DOW
-17.0%
+209.0%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.1% | +1.3% | -0.5% |
| 7D | -4.8% | -1.4% | -3.4% | -4.6% |
| 30D | +5.8% | -3.9% | +9.7% | +6.3% |
| 3M | +14.9% | -12.7% | +27.6% | +16.9% |
| 6M | -0.4% | -13.7% | +13.3% | +0.8% |
| YTD | +18.5% | +28.4% | -9.9% | +12.1% |
| 1Y | +25.1% | +21.8% | +3.4% | +18.9% |
| 3Y | +105.9% | -35.7% | +141.6% | +114.6% |
| 5Y | +143.0% | -36.8% | +179.8% | +151.2% |
| All | +192.1% | -17.0% | +209.0% | +163.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DOW.
Daily Out/Under-Performance
Portfolio return minus DOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOW 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 DOW 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