+33,435.9%
GILD vs RF
+840.9%
+32,595.0%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.6% | -0.1% | -0.6% |
| 7D | -2.6% | -0.1% | -2.5% | -2.6% |
| 30D | +9.5% | -4.0% | +13.5% | +10.1% |
| 3M | +16.8% | +5.6% | +11.2% | +15.8% |
| 6M | +0.6% | +13.1% | -12.5% | -1.5% |
| YTD | +20.1% | +13.6% | +6.6% | +17.4% |
| 1Y | +29.1% | +16.0% | +13.1% | +25.6% |
| 3Y | +111.5% | +90.2% | +21.3% | +87.9% |
| 5Y | +147.6% | +87.0% | +60.6% | +117.2% |
| 10Y | +165.9% | +338.5% | -172.6% | +93.8% |
| All | +33,435.9% | +840.9% | +32,595.0% | +14,642.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RF.
Daily Out/Under-Performance
Portfolio return minus RF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RF 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 RF 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