+5,405.3%
GILD vs TRI
+509.5%
+4,895.8%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.7% | -2.5% | -1.2% |
| 7D | -4.8% | -7.9% | +3.1% | -2.6% |
| 30D | +5.8% | -4.5% | +10.3% | +6.9% |
| 3M | +14.9% | +22.1% | -7.2% | +7.5% |
| 6M | -0.4% | -2.8% | +2.4% | -1.5% |
| YTD | +18.5% | -23.4% | +41.9% | +24.5% |
| 1Y | +25.1% | -41.5% | +66.6% | +43.1% |
| 3Y | +105.9% | -19.2% | +125.1% | +108.1% |
| 5Y | +143.0% | -9.4% | +152.4% | +133.6% |
| 10Y | +162.4% | +195.6% | -33.2% | +62.2% |
| All | +5,405.3% | +509.5% | +4,895.8% | +2,137.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 TRI 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