+32,991.5%
GILD vs PH
+18,927.4%
+14,064.1%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.7% | -2.5% | -1.3% |
| 7D | -4.8% | -1.3% | -3.5% | -4.5% |
| 30D | +5.8% | -11.0% | +16.8% | +9.4% |
| 3M | +14.9% | +5.5% | +9.4% | +12.6% |
| 6M | -0.4% | +1.5% | -1.8% | -1.5% |
| YTD | +18.5% | +8.8% | +9.8% | +14.5% |
| 1Y | +25.1% | +24.5% | +0.6% | +15.8% |
| 3Y | +105.9% | +141.2% | -35.3% | +50.8% |
| 5Y | +143.0% | +256.3% | -113.3% | +53.7% |
| 10Y | +162.4% | +813.3% | -650.9% | +10.9% |
| All | +32,991.5% | +18,927.4% | +14,064.1% | +4,469.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PH.
Daily Out/Under-Performance
Portfolio return minus PH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PH 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 PH 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