+159.7%
GILD vs RVTY
+145.6%
+14.1%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +2.8% | -3.5% | -1.3% |
| 7D | -4.8% | -4.5% | -0.3% | -3.9% |
| 30D | +5.8% | +5.5% | +0.3% | +4.5% |
| 3M | +14.9% | +22.5% | -7.6% | +9.5% |
| 6M | -0.4% | +38.9% | -39.2% | -8.1% |
| YTD | +18.5% | +28.7% | -10.2% | +10.5% |
| 1Y | +25.1% | +45.5% | -20.4% | +12.9% |
| 3Y | +105.9% | +16.4% | +89.5% | +91.5% |
| 5Y | +143.0% | -32.7% | +175.7% | +154.3% |
| All | +159.7% | +145.6% | +14.1% | +65.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 RVTY 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