+1,280.0%
GILD vs ET
+1,438.5%
-158.6%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.8% | +0.1% | -0.6% |
| 7D | -4.8% | +0.2% | -5.1% | -4.9% |
| 30D | +5.8% | +2.9% | +2.9% | +5.3% |
| 3M | +14.9% | +16.8% | -1.9% | +12.3% |
| 6M | -0.4% | +18.9% | -19.2% | -2.9% |
| YTD | +18.5% | +37.7% | -19.2% | +12.9% |
| 1Y | +25.1% | +32.4% | -7.3% | +19.8% |
| 3Y | +105.9% | +99.5% | +6.4% | +84.3% |
| 5Y | +143.0% | +244.0% | -101.0% | +98.5% |
| 10Y | +162.4% | +172.1% | -9.7% | +110.8% |
| All | +1,280.0% | +1,438.5% | -158.6% | +424.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ET.
Daily Out/Under-Performance
Portfolio return minus ET return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ET 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 ET 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