+142.4%
GILD vs ROIV
+308.6%
-166.2%
-26.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.3% | -0.5% | -0.7% |
| 7D | -4.8% | +16.9% | -21.7% | -6.0% |
| 30D | +5.8% | +12.9% | -7.1% | +4.8% |
| 3M | +14.9% | +37.3% | -22.4% | +12.2% |
| 6M | -0.4% | +38.0% | -38.4% | -2.9% |
| YTD | +18.5% | +88.1% | -69.6% | +12.8% |
| 1Y | +25.1% | +183.3% | -158.2% | +15.5% |
| 3Y | +105.9% | +254.6% | -148.8% | +85.4% |
| All | +142.4% | +308.6% | -166.2% | +104.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 5y: compounded portfolio wealth divided by compounded ROIV 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…
5y analysis · Full analysis span regression · 6 months rolling