+32,991.5%
GILD vs THC
+567.7%
+32,423.8%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.1% | -0.8% | -0.8% |
| 7D | -4.8% | -0.5% | -4.3% | -4.8% |
| 30D | +5.8% | -1.2% | +6.9% | +5.9% |
| 3M | +14.9% | +52.3% | -37.3% | +9.1% |
| 6M | -0.4% | +12.4% | -12.8% | -2.2% |
| YTD | +18.5% | +32.7% | -14.2% | +13.9% |
| 1Y | +25.1% | +36.4% | -11.2% | +19.6% |
| 3Y | +105.9% | +259.3% | -153.4% | +72.5% |
| 5Y | +143.0% | +262.7% | -119.7% | +97.7% |
| 10Y | +162.4% | +1,016.4% | -854.0% | +63.9% |
| All | +32,991.5% | +567.7% | +32,423.8% | +16,941.0% |
Cumulative growth
Daily Returns
Daily percentage return beside THC.
Daily Out/Under-Performance
Portfolio return minus THC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × THC 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 THC 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