+32,991.5%
GILD vs GEN
+1,518.8%
+31,472.7%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +4.6% |
| 3M | +14.9% | +27.0% | -12.0% | +10.0% |
| 6M | -0.4% | +43.9% | -44.2% | -7.4% |
| YTD | +18.5% | +13.0% | +5.6% | +14.7% |
| 1Y | +25.1% | +4.0% | +21.1% | +22.8% |
| 3Y | +105.9% | +66.2% | +39.7% | +84.0% |
| 5Y | +143.0% | +23.2% | +119.8% | +125.4% |
| 10Y | +162.4% | +157.5% | +4.9% | +102.7% |
| All | +32,991.5% | +1,518.8% | +31,472.7% | +17,762.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling