+159.7%
GILD vs RRC
+4.9%
+154.8%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.5% | +0.8% | -0.7% |
| 7D | -4.8% | -1.8% | -3.0% | -4.7% |
| 30D | +5.8% | +2.7% | +3.1% | +5.6% |
| 3M | +14.9% | +8.8% | +6.1% | +14.4% |
| 6M | -0.4% | -1.2% | +0.8% | -0.4% |
| YTD | +18.5% | +17.6% | +1.0% | +17.3% |
| 1Y | +25.1% | +18.4% | +6.7% | +23.7% |
| 3Y | +105.9% | +33.1% | +72.8% | +101.1% |
| 5Y | +143.0% | +148.2% | -5.2% | +125.6% |
| All | +159.7% | +4.9% | +154.8% | +139.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RRC.
Daily Out/Under-Performance
Portfolio return minus RRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRC 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 10y: compounded portfolio wealth divided by compounded RRC 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…
10y analysis · Full analysis span regression · 6 months rolling