+142.4%
GILD vs EQT
+192.5%
-50.1%
-26.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.6% | +0.9% | -0.7% |
| 7D | -4.8% | -2.0% | -2.8% | -4.7% |
| 30D | +5.8% | 0.0% | +5.8% | +5.8% |
| 3M | +14.9% | +5.9% | +9.0% | +14.6% |
| 6M | -0.4% | -14.8% | +14.4% | +0.3% |
| YTD | +18.5% | +1.8% | +16.8% | +18.3% |
| 1Y | +25.1% | +7.4% | +17.8% | +24.6% |
| 3Y | +105.9% | +33.6% | +72.3% | +101.8% |
| All | +142.4% | +192.5% | -50.1% | +131.0% |
Cumulative growth
Daily Returns
Daily percentage return beside EQT.
Daily Out/Under-Performance
Portfolio return minus EQT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQT 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 5y: compounded portfolio wealth divided by compounded EQT 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…
5y analysis · Full analysis span regression · 6 months rolling