+105.9%
GILD vs GIS
-37.5%
+143.4%
-26.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.3% | -0.4% | -0.7% |
| 7D | -4.8% | -6.4% | +1.6% | -3.1% |
| 30D | +5.8% | -6.1% | +11.9% | +7.4% |
| 3M | +14.9% | +7.8% | +7.1% | +12.1% |
| 6M | -0.4% | -8.8% | +8.4% | +1.9% |
| YTD | +18.5% | -19.1% | +37.7% | +25.2% |
| 1Y | +25.1% | -24.8% | +49.9% | +35.3% |
| 3Y | +105.9% | -37.6% | +143.5% | +135.5% |
| All | +105.9% | -37.5% | +143.4% | +135.5% |
Cumulative growth
Daily Returns
Daily percentage return beside GIS.
Daily Out/Under-Performance
Portfolio return minus GIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GIS 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 3y: compounded portfolio wealth divided by compounded GIS 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…
3y analysis · Full analysis span regression · 6 months rolling