+64,488.3%
GILD vs O
+5,230.9%
+59,257.3%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.1% | -0.6% | -0.7% |
| 7D | -4.8% | -2.9% | -2.0% | -4.0% |
| 30D | +5.8% | -4.5% | +10.3% | +7.2% |
| 3M | +14.9% | -2.6% | +17.6% | +15.8% |
| 6M | -0.4% | -5.6% | +5.3% | +1.3% |
| YTD | +18.5% | +9.3% | +9.3% | +15.5% |
| 1Y | +25.1% | +4.3% | +20.8% | +23.4% |
| 3Y | +105.9% | +27.4% | +78.5% | +90.9% |
| 5Y | +143.0% | +17.1% | +125.9% | +129.6% |
| 10Y | +162.4% | +53.7% | +108.7% | +112.8% |
| All | +64,488.3% | +5,230.9% | +59,257.3% | +12,642.3% |
Cumulative growth
Daily Returns
Daily percentage return beside O.
Daily Out/Under-Performance
Portfolio return minus O return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × O 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 O 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