+32,991.5%
GILD vs RJF
+13,580.3%
+19,411.3%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RJF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | 0.0% | -0.7% | -0.7% |
| 7D | -4.8% | -2.7% | -2.1% | -4.0% |
| 30D | +5.8% | -4.3% | +10.0% | +7.1% |
| 3M | +14.9% | +15.7% | -0.8% | +9.8% |
| 6M | -0.4% | +17.8% | -18.2% | -5.6% |
| YTD | +18.5% | +9.2% | +9.4% | +14.5% |
| 1Y | +25.1% | +2.8% | +22.3% | +22.9% |
| 3Y | +105.9% | +69.5% | +36.4% | +70.1% |
| 5Y | +143.0% | +105.9% | +37.0% | +84.3% |
| 10Y | +162.4% | +424.9% | -262.5% | +38.3% |
| All | +32,991.5% | +13,580.3% | +19,411.3% | +4,055.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RJF.
Daily Out/Under-Performance
Portfolio return minus RJF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RJF 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 RJF 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