+14,811.9%
GILD vs MKSI
+2,222.5%
+12,589.4%
-59.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +2.1% | -2.8% | -1.1% |
| 7D | -4.8% | +2.7% | -7.5% | -5.3% |
| 30D | +5.8% | -12.8% | +18.6% | +8.2% |
| 3M | +14.9% | -22.5% | +37.5% | +18.0% |
| 6M | -0.4% | +19.4% | -19.7% | -6.6% |
| YTD | +18.5% | +67.7% | -49.2% | +3.5% |
| 1Y | +25.1% | +131.4% | -106.3% | +1.5% |
| 3Y | +105.9% | +197.3% | -91.4% | +49.0% |
| 5Y | +143.0% | +87.0% | +56.0% | +85.1% |
| 10Y | +162.4% | +522.1% | -359.7% | +38.4% |
| All | +14,811.9% | +2,222.5% | +12,589.4% | +5,398.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MKSI.
Daily Out/Under-Performance
Portfolio return minus MKSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKSI 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 MKSI 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