+159.7%
GILD vs GEN
+159.8%
-0.1%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.0% | -1.7% | -0.9% |
| 7D | -4.8% | -1.3% | -3.5% | -4.6% |
| 30D | +5.8% | +6.1% | -0.3% | +4.7% |
| 3M | +14.9% | +27.0% | -12.0% | +10.7% |
| 6M | -0.4% | +43.9% | -44.2% | -6.4% |
| YTD | +18.5% | +13.0% | +5.6% | +15.6% |
| 1Y | +25.1% | +4.0% | +21.1% | +23.6% |
| 3Y | +105.9% | +66.2% | +39.7% | +87.7% |
| 5Y | +143.0% | +23.2% | +119.8% | +128.4% |
| All | +159.7% | +159.8% | -0.1% | +107.9% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 10y: compounded portfolio wealth divided by compounded GEN 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…
10y analysis · Full analysis span regression · 6 months rolling