+1,424.3%
GILD vs XME
+227.9%
+1,196.4%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XME | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.0% | +0.2% | -0.5% |
| 7D | -4.8% | -4.2% | -0.6% | -4.0% |
| 30D | +5.8% | -2.7% | +8.5% | +6.3% |
| 3M | +14.9% | -3.9% | +18.9% | +15.4% |
| 6M | -0.4% | -1.0% | +0.6% | -1.0% |
| YTD | +18.5% | +9.8% | +8.7% | +14.8% |
| 1Y | +25.1% | +32.5% | -7.4% | +15.7% |
| 3Y | +105.9% | +124.3% | -18.4% | +66.6% |
| 5Y | +143.0% | +165.8% | -22.8% | +83.8% |
| 10Y | +162.4% | +411.8% | -249.4% | +60.7% |
| All | +1,424.3% | +227.9% | +1,196.4% | +758.7% |
Cumulative growth
Daily Returns
Daily percentage return beside XME.
Daily Out/Under-Performance
Portfolio return minus XME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XME 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 XME 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