+143.7%
GILD vs SE
+553.8%
-410.1%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.3% | +0.6% | -0.7% |
| 7D | -4.8% | -5.2% | +0.4% | -4.6% |
| 30D | +5.8% | -17.1% | +22.8% | +6.7% |
| 3M | +14.9% | +24.0% | -9.1% | +13.6% |
| 6M | -0.4% | +21.0% | -21.3% | -1.5% |
| YTD | +18.5% | -16.7% | +35.3% | +19.0% |
| 1Y | +25.1% | -45.9% | +71.1% | +28.0% |
| 3Y | +105.9% | +177.8% | -71.9% | +91.7% |
| 5Y | +143.0% | -67.4% | +210.3% | +148.0% |
| All | +143.7% | +553.8% | -410.1% | +77.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SE.
Daily Out/Under-Performance
Portfolio return minus SE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SE 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 SE 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