+165.5%
GILD vs RGTI
+54.2%
+111.3%
-26.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RGTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.7% | -1.5% | -0.8% |
| 7D | -4.8% | +0.5% | -5.3% | -4.8% |
| 30D | +5.8% | -17.1% | +22.9% | +6.0% |
| 3M | +14.9% | -26.0% | +40.9% | +15.2% |
| 6M | -0.4% | -9.9% | +9.5% | -0.5% |
| YTD | +18.5% | -31.1% | +49.6% | +18.6% |
| 1Y | +25.1% | -8.5% | +33.6% | +24.4% |
| 3Y | +105.9% | +652.2% | -546.3% | +97.3% |
| 5Y | +143.0% | +56.8% | +86.2% | +128.6% |
| All | +165.5% | +54.2% | +111.3% | +152.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RGTI.
Daily Out/Under-Performance
Portfolio return minus RGTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGTI 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 RGTI 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