+6,101.2%
GILD vs HDB
+3,839.1%
+2,262.1%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +6.9% | -7.6% | -2.2% |
| 7D | -4.8% | +0.7% | -5.5% | -5.0% |
| 30D | +5.8% | +1.0% | +4.8% | +5.4% |
| 3M | +14.9% | -2.0% | +16.9% | +15.0% |
| 6M | -0.4% | -18.1% | +17.8% | +3.3% |
| YTD | +18.5% | -36.1% | +54.7% | +29.4% |
| 1Y | +25.1% | -34.0% | +59.2% | +35.6% |
| 3Y | +105.9% | -26.7% | +132.6% | +115.2% |
| 5Y | +143.0% | -33.9% | +176.9% | +155.8% |
| 10Y | +162.4% | +41.4% | +121.0% | +121.4% |
| All | +6,101.2% | +3,839.1% | +2,262.1% | +2,447.1% |
Cumulative growth
Daily Returns
Daily percentage return beside HDB.
Daily Out/Under-Performance
Portfolio return minus HDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HDB 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 HDB 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