+39,906.2%
GILD vs DRI
+7,330.2%
+32,576.0%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.1% | -1.9% | -0.9% |
| 7D | -4.8% | -3.2% | -1.6% | -4.3% |
| 30D | +5.8% | -7.8% | +13.6% | +7.2% |
| 3M | +14.9% | +0.4% | +14.6% | +14.7% |
| 6M | -0.4% | +4.8% | -5.2% | -1.4% |
| YTD | +18.5% | +16.7% | +1.8% | +15.0% |
| 1Y | +25.1% | +1.5% | +23.6% | +24.1% |
| 3Y | +105.9% | +56.3% | +49.6% | +88.5% |
| 5Y | +143.0% | +66.4% | +76.6% | +117.8% |
| 10Y | +162.4% | +354.6% | -192.3% | +82.5% |
| All | +39,906.2% | +7,330.2% | +32,576.0% | +17,526.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DRI.
Daily Out/Under-Performance
Portfolio return minus DRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DRI 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 DRI 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