+17,592.5%
GILD vs RBA
+3,568.2%
+14,024.3%
-59.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +3.8% | -4.6% | -1.3% |
| 7D | -4.8% | +0.1% | -4.9% | -4.8% |
| 30D | +5.8% | -2.9% | +8.7% | +6.2% |
| 3M | +14.9% | -20.9% | +35.8% | +18.5% |
| 6M | -0.4% | -17.7% | +17.3% | +2.1% |
| YTD | +18.5% | -18.2% | +36.7% | +21.2% |
| 1Y | +25.1% | -29.1% | +54.2% | +30.5% |
| 3Y | +105.9% | +29.5% | +76.4% | +95.3% |
| 5Y | +143.0% | +40.2% | +102.7% | +124.3% |
| 10Y | +162.4% | +203.0% | -40.6% | +109.4% |
| All | +17,592.5% | +3,568.2% | +14,024.3% | +11,733.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RBA.
Daily Out/Under-Performance
Portfolio return minus RBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RBA 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 RBA 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