+159.7%
GILD vs MDY
+177.2%
-17.5%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.8% | -1.6% | -1.1% |
| 7D | -4.8% | -1.9% | -3.0% | -4.1% |
| 30D | +5.8% | -4.6% | +10.4% | +7.7% |
| 3M | +14.9% | -1.2% | +16.2% | +15.4% |
| 6M | -0.4% | +9.2% | -9.6% | -3.9% |
| YTD | +18.5% | +13.1% | +5.5% | +12.7% |
| 1Y | +25.1% | +13.0% | +12.1% | +18.9% |
| 3Y | +105.9% | +49.2% | +56.7% | +73.1% |
| 5Y | +143.0% | +47.2% | +95.7% | +102.6% |
| All | +159.7% | +177.2% | -17.5% | +58.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 MDY 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