+866.8%
GILD vs MSCI
+2,629.7%
-1,763.0%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.3% | +0.7% | -0.3% |
| 7D | -4.2% | -4.7% | +0.5% | -3.2% |
| 30D | +6.7% | -2.2% | +8.8% | +7.1% |
| 3M | +20.0% | -9.7% | +29.7% | +22.4% |
| 6M | -1.3% | +0.3% | -1.6% | -1.8% |
| YTD | +19.4% | -3.5% | +22.9% | +19.4% |
| 1Y | +28.9% | -1.4% | +30.3% | +28.0% |
| 3Y | +110.3% | +6.6% | +103.7% | +102.1% |
| 5Y | +144.8% | -10.9% | +155.7% | +138.9% |
| 10Y | +164.4% | +621.8% | -457.4% | +49.9% |
| All | +866.8% | +2,629.7% | -1,763.0% | +295.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling