+29,908.3%
GILD vs RY
+11,318.1%
+18,590.2%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.4% | -0.2% | -0.4% |
| 7D | -4.2% | -2.9% | -1.4% | -3.1% |
| 30D | +6.7% | -2.0% | +8.7% | +7.4% |
| 3M | +20.0% | +4.9% | +15.1% | +17.4% |
| 6M | -1.3% | +26.1% | -27.5% | -10.4% |
| YTD | +19.4% | +22.4% | -2.9% | +9.6% |
| 1Y | +28.9% | +44.7% | -15.8% | +10.5% |
| 3Y | +110.3% | +155.7% | -45.4% | +42.1% |
| 5Y | +144.8% | +137.7% | +7.1% | +68.5% |
| 10Y | +164.4% | +373.6% | -209.2% | +33.0% |
| All | +29,908.3% | +11,318.1% | +18,590.2% | +2,259.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RY.
Daily Out/Under-Performance
Portfolio return minus RY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RY 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 RY 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