+38,818.4%
GILD vs IP
+214.7%
+38,603.7%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.4% | -1.4% | -0.3% |
| 7D | +0.7% | -0.3% | +1.0% | +0.8% |
| 30D | +9.5% | +7.9% | +1.5% | +7.6% |
| 3M | +22.4% | -15.3% | +37.7% | +26.9% |
| 6M | +27.9% | +10.5% | +17.4% | +24.0% |
| YTD | +39.4% | -9.4% | +48.8% | +40.3% |
| 1Y | +37.6% | -4.6% | +42.2% | +36.6% |
| 3Y | +146.6% | +21.2% | +125.3% | +123.9% |
| 5Y | +197.6% | -13.3% | +211.0% | +188.9% |
| 10Y | +213.3% | +21.6% | +191.7% | +167.4% |
| All | +38,818.4% | +214.7% | +38,603.7% | +24,388.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling