+32,991.5%
GILD vs SU
+382,443.6%
-349,452.1%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.1% | -0.6% | -0.8% |
| 7D | -4.8% | +2.2% | -7.0% | -4.8% |
| 30D | +5.8% | +8.4% | -2.7% | +5.8% |
| 3M | +14.9% | +12.1% | +2.8% | +14.9% |
| 6M | -0.4% | +19.7% | -20.0% | -0.4% |
| YTD | +18.5% | +58.4% | -39.9% | +18.5% |
| 1Y | +25.1% | +67.2% | -42.1% | +25.1% |
| 3Y | +105.9% | +125.0% | -19.1% | +105.8% |
| 5Y | +143.0% | +355.1% | -212.1% | +142.8% |
| 10Y | +162.4% | +263.7% | -101.3% | +162.2% |
| All | +32,991.5% | +382,443.6% | -349,452.1% | +32,965.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling