+33,242.5%
GILD vs EQT
+2,875.4%
+30,367.1%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.6% | -1.2% | -0.7% |
| 7D | -4.2% | -1.2% | -3.1% | -4.1% |
| 30D | +6.7% | +1.1% | +5.6% | +6.5% |
| 3M | +20.0% | +4.8% | +15.2% | +18.9% |
| 6M | -1.3% | -10.6% | +9.3% | +0.1% |
| YTD | +19.4% | +3.4% | +16.0% | +18.3% |
| 1Y | +28.9% | +8.7% | +20.2% | +26.5% |
| 3Y | +110.3% | +35.0% | +75.3% | +94.7% |
| 5Y | +144.8% | +204.2% | -59.4% | +86.8% |
| 10Y | +164.4% | +52.5% | +111.9% | +111.4% |
| All | +33,242.5% | +2,875.4% | +30,367.1% | +9,645.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling