+18,148.3%
GILD vs FE
+554.1%
+17,594.2%
-59.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.1% | -0.7% | -0.6% |
| 7D | -4.2% | -1.7% | -2.6% | -3.8% |
| 30D | +6.7% | -1.3% | +7.9% | +7.0% |
| 3M | +20.0% | +0.6% | +19.4% | +19.8% |
| 6M | -1.3% | -6.8% | +5.5% | +0.5% |
| YTD | +19.4% | +6.4% | +13.0% | +17.4% |
| 1Y | +28.9% | +11.3% | +17.7% | +25.1% |
| 3Y | +110.3% | +47.1% | +63.2% | +87.9% |
| 5Y | +144.8% | +50.4% | +94.4% | +115.9% |
| 10Y | +164.4% | +114.7% | +49.7% | +101.2% |
| All | +18,148.3% | +554.1% | +17,594.2% | +11,688.8% |
Cumulative growth
Daily Returns
Daily percentage return beside FE.
Daily Out/Under-Performance
Portfolio return minus FE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FE 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 FE 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