+2,138.5%
GILD vs MKTX
+1,442.6%
+695.8%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.1% | -0.7% | -0.7% |
| 7D | -4.8% | -0.2% | -4.6% | -4.8% |
| 30D | +5.8% | +0.7% | +5.0% | +5.7% |
| 3M | +14.9% | +40.8% | -25.9% | +8.6% |
| 6M | -0.4% | -8.0% | +7.6% | +0.1% |
| YTD | +18.5% | -8.7% | +27.3% | +19.1% |
| 1Y | +25.1% | -11.8% | +37.0% | +26.2% |
| 3Y | +105.9% | -24.0% | +129.9% | +108.8% |
| 5Y | +143.0% | -60.3% | +203.3% | +166.7% |
| 10Y | +162.4% | +5.0% | +157.4% | +138.8% |
| All | +2,138.5% | +1,442.6% | +695.8% | +1,100.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MKTX.
Daily Out/Under-Performance
Portfolio return minus MKTX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKTX 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 MKTX 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