+33,663.8%
GILD vs IP
+233.5%
+33,430.3%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -2.0% | -0.9% | -2.4% |
| 7D | -2.2% | +0.1% | -2.3% | -2.2% |
| 30D | +10.1% | -11.2% | +21.3% | +13.0% |
| 3M | +15.2% | +12.3% | +2.9% | +11.5% |
| 6M | +3.1% | -5.2% | +8.4% | +3.2% |
| YTD | +20.9% | -4.0% | +24.9% | +20.2% |
| 1Y | +29.8% | -19.2% | +49.1% | +33.6% |
| 3Y | +113.0% | +20.3% | +92.6% | +94.0% |
| 5Y | +144.9% | -17.5% | +162.3% | +140.6% |
| 10Y | +164.5% | +21.2% | +143.4% | +126.1% |
| All | +33,663.8% | +233.5% | +33,430.3% | +20,881.3% |
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