+40,979.1%
GILD vs MDY
+2,611.4%
+38,367.7%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.8% | -1.6% | -1.4% |
| 7D | -4.8% | -1.9% | -3.0% | -3.4% |
| 30D | +5.8% | -4.6% | +10.4% | +9.7% |
| 3M | +14.9% | -1.2% | +16.2% | +15.7% |
| 6M | -0.4% | +9.2% | -9.6% | -7.4% |
| YTD | +18.5% | +13.1% | +5.5% | +7.0% |
| 1Y | +25.1% | +13.0% | +12.1% | +12.7% |
| 3Y | +105.9% | +49.2% | +56.7% | +44.2% |
| 5Y | +143.0% | +47.2% | +95.7% | +65.2% |
| 10Y | +162.4% | +176.0% | -13.6% | -7.6% |
| All | +40,979.1% | +2,611.4% | +38,367.7% | +941.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling