+32,991.5%
GILD vs ETR
+3,247.3%
+29,744.2%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ETR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.4% | -0.4% | -0.7% |
| 7D | -4.8% | -1.8% | -3.0% | -4.4% |
| 30D | +5.8% | -1.8% | +7.5% | +6.2% |
| 3M | +14.9% | -3.6% | +18.5% | +15.9% |
| 6M | -0.4% | +2.6% | -3.0% | -1.2% |
| YTD | +18.5% | +16.0% | +2.5% | +14.0% |
| 1Y | +25.1% | +20.1% | +5.0% | +19.1% |
| 3Y | +105.9% | +143.6% | -37.7% | +63.3% |
| 5Y | +143.0% | +124.4% | +18.6% | +95.1% |
| 10Y | +162.4% | +295.4% | -133.0% | +77.7% |
| All | +32,991.5% | +3,247.3% | +29,744.2% | +16,710.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ETR.
Daily Out/Under-Performance
Portfolio return minus ETR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ETR 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 ETR 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