+142.4%
GILD vs P
+268.0%
-125.6%
-26.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | P | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +4.3% | -5.1% | -0.8% |
| 7D | -4.8% | -1.3% | -3.5% | -4.8% |
| 30D | +5.8% | -11.9% | +17.6% | +5.8% |
| 3M | +14.9% | +41.6% | -26.7% | +14.8% |
| 6M | -0.4% | +58.1% | -58.5% | -0.6% |
| YTD | +18.5% | +46.5% | -28.0% | +18.3% |
| 1Y | +25.1% | +19.1% | +6.1% | +24.8% |
| 3Y | +105.9% | +150.6% | -44.7% | +99.6% |
| All | +142.4% | +268.0% | -125.6% | +127.9% |
Cumulative growth
Daily Returns
Daily percentage return beside P.
Daily Out/Under-Performance
Portfolio return minus P return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × P 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 P 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