+83.6%
HL vs GILD
+38,746.6%
-38,662.9%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GILD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.8% | -0.4% | -1.2% |
| 7D | -4.4% | -4.8% | +0.5% | -4.1% |
| 30D | +9.3% | +5.8% | +3.5% | +9.0% |
| 3M | +32.0% | +14.9% | +17.0% | +30.9% |
| 6M | -6.4% | -0.4% | -6.1% | -6.5% |
| YTD | +3.1% | +18.5% | -15.4% | +2.2% |
| 1Y | +77.6% | +25.1% | +52.4% | +75.4% |
| 3Y | +392.8% | +105.9% | +286.9% | +373.9% |
| 5Y | +234.1% | +143.0% | +91.1% | +218.6% |
| 10Y | +264.5% | +162.4% | +102.1% | +245.4% |
| All | +83.6% | +38,746.6% | -38,662.9% | +95.0% |
Cumulative growth
Daily Returns
Daily percentage return beside GILD.
Daily Out/Under-Performance
Portfolio return minus GILD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GILD 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 GILD 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