+142.4%
GILD vs NDAQ
+49.0%
+93.4%
-26.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.6% | -0.2% | -0.6% |
| 7D | -4.8% | -5.6% | +0.7% | -3.5% |
| 30D | +5.8% | -4.4% | +10.1% | +6.9% |
| 3M | +14.9% | +5.9% | +9.1% | +13.1% |
| 6M | -0.4% | +7.7% | -8.1% | -2.5% |
| YTD | +18.5% | -5.2% | +23.7% | +19.5% |
| 1Y | +25.1% | -3.4% | +28.5% | +25.3% |
| 3Y | +105.9% | +85.6% | +20.3% | +72.0% |
| All | +142.4% | +49.0% | +93.4% | +102.8% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 NDAQ 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