+41,781.5%
GILD vs RMD
+35,207.1%
+6,574.4%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.6% | -0.2% | -0.6% |
| 7D | -4.8% | -4.4% | -0.4% | -3.9% |
| 30D | +5.8% | -3.1% | +8.9% | +6.5% |
| 3M | +14.9% | +13.8% | +1.2% | +11.5% |
| 6M | -0.4% | -8.6% | +8.2% | +1.1% |
| YTD | +18.5% | -8.6% | +27.2% | +20.2% |
| 1Y | +25.1% | -19.7% | +44.8% | +30.3% |
| 3Y | +105.9% | +48.4% | +57.5% | +83.9% |
| 5Y | +143.0% | -22.7% | +165.7% | +144.6% |
| 10Y | +162.4% | +272.5% | -110.2% | +79.3% |
| All | +41,781.5% | +35,207.1% | +6,574.4% | +9,583.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RMD.
Daily Out/Under-Performance
Portfolio return minus RMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RMD 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 RMD 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