+142.4%
GILD vs SU
+348.9%
-206.5%
-26.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.1% | -0.6% | -0.7% |
| 7D | -4.8% | +2.2% | -7.0% | -4.9% |
| 30D | +5.8% | +8.4% | -2.7% | +5.3% |
| 3M | +14.9% | +12.1% | +2.8% | +14.1% |
| 6M | -0.4% | +19.7% | -20.0% | -1.6% |
| YTD | +18.5% | +58.4% | -39.9% | +15.1% |
| 1Y | +25.1% | +67.2% | -42.1% | +21.2% |
| 3Y | +105.9% | +125.0% | -19.1% | +95.1% |
| All | +142.4% | +348.9% | -206.5% | +119.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 SU 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