+168.6%
GILD vs PL
+75.7%
+92.9%
-26.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.3% | +2.6% | -0.6% |
| 7D | -2.6% | -13.9% | +11.2% | -2.3% |
| 30D | +9.5% | -25.5% | +34.9% | +10.2% |
| 3M | +16.8% | -44.8% | +61.6% | +18.3% |
| 6M | +0.6% | -33.3% | +33.9% | +0.9% |
| YTD | +20.1% | -12.7% | +32.8% | +19.3% |
| 1Y | +29.1% | +90.9% | -61.8% | +24.6% |
| 3Y | +111.5% | +528.5% | -417.0% | +91.4% |
| 5Y | +147.6% | +72.7% | +74.9% | +131.6% |
| All | +168.6% | +75.7% | +92.9% | +151.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PL.
Daily Out/Under-Performance
Portfolio return minus PL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PL 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 PL 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