+142.4%
GILD vs MSCI
-10.5%
+152.9%
-26.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.3% | -2.0% | -1.0% |
| 7D | -4.8% | -3.2% | -1.6% | -4.3% |
| 30D | +5.8% | -1.1% | +6.9% | +5.9% |
| 3M | +14.9% | -6.3% | +21.3% | +15.9% |
| 6M | -0.4% | +2.1% | -2.5% | -0.9% |
| YTD | +18.5% | -2.3% | +20.8% | +18.4% |
| 1Y | +25.1% | -3.9% | +29.0% | +25.1% |
| 3Y | +105.9% | +7.5% | +98.4% | +99.6% |
| All | +142.4% | -10.5% | +152.9% | +123.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MSCI.
Daily Out/Under-Performance
Portfolio return minus MSCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSCI 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 5y: compounded portfolio wealth divided by compounded MSCI 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…
5y analysis · Full analysis span regression · 6 months rolling