+159.7%
GILD vs IP
+18.4%
+141.4%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.2% | -1.0% | -0.8% |
| 7D | -4.8% | -7.7% | +2.9% | -3.3% |
| 30D | +5.8% | -15.5% | +21.3% | +9.2% |
| 3M | +14.9% | -0.6% | +15.5% | +14.5% |
| 6M | -0.4% | -8.8% | +8.4% | +0.4% |
| YTD | +18.5% | -9.6% | +28.1% | +19.4% |
| 1Y | +25.1% | -22.5% | +47.6% | +29.5% |
| 3Y | +105.9% | +13.4% | +92.5% | +90.2% |
| 5Y | +143.0% | -22.1% | +165.1% | +142.2% |
| All | +159.7% | +18.4% | +141.4% | +127.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IP.
Daily Out/Under-Performance
Portfolio return minus IP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IP 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 IP 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