+17,829.2%
GILD vs PWR
+8,947.5%
+8,881.7%
-59.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +5.1% | -5.9% | -1.7% |
| 7D | -4.8% | +4.2% | -9.0% | -5.6% |
| 30D | +5.8% | -4.0% | +9.8% | +6.4% |
| 3M | +14.9% | -4.8% | +19.7% | +14.9% |
| 6M | -0.4% | +14.6% | -15.0% | -4.0% |
| YTD | +18.5% | +54.2% | -35.7% | +8.0% |
| 1Y | +25.1% | +67.1% | -42.0% | +12.0% |
| 3Y | +105.9% | +218.5% | -112.6% | +58.9% |
| 5Y | +143.0% | +466.3% | -323.3% | +65.1% |
| 10Y | +162.4% | +2,520.4% | -2,358.0% | +28.0% |
| All | +17,829.2% | +8,947.5% | +8,881.7% | +5,385.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PWR.
Daily Out/Under-Performance
Portfolio return minus PWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PWR 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 PWR 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