+146.9%
GILD vs QID
-80.6%
+227.5%
-26.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.6% | +0.3% | +2.0% |
| 7D | -3.0% | +2.9% | -5.9% | -2.7% |
| 30D | +5.8% | +6.6% | -0.8% | +6.6% |
| 3M | +17.3% | +2.2% | +15.1% | +17.8% |
| 6M | +1.6% | -31.8% | +33.5% | -2.4% |
| YTD | +20.8% | -26.7% | +47.5% | +17.0% |
| 1Y | +31.1% | -33.0% | +64.1% | +26.0% |
| 3Y | +106.9% | -73.1% | +180.0% | +80.8% |
| 5Y | +146.9% | -80.8% | +227.8% | +107.2% |
| All | +146.9% | -80.6% | +227.5% | +107.2% |
Cumulative growth
Daily Returns
Daily percentage return beside QID.
Daily Out/Under-Performance
Portfolio return minus QID return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QID 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 QID 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