+147.6%
GILD vs USB
+39.7%
+107.9%
-26.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.6% | -0.1% | -0.5% |
| 7D | -2.6% | -1.1% | -1.6% | -2.4% |
| 30D | +9.5% | -3.2% | +12.7% | +10.2% |
| 3M | +16.8% | +11.8% | +5.0% | +14.0% |
| 6M | +0.6% | +21.4% | -20.9% | -3.7% |
| YTD | +20.1% | +18.6% | +1.5% | +15.3% |
| 1Y | +29.1% | +30.8% | -1.7% | +21.1% |
| 3Y | +111.5% | +96.5% | +15.0% | +78.5% |
| 5Y | +147.6% | +38.4% | +109.2% | +124.3% |
| All | +147.6% | +39.7% | +107.9% | +124.3% |
Cumulative growth
Daily Returns
Daily percentage return beside USB.
Daily Out/Under-Performance
Portfolio return minus USB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USB 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 USB 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