+761.8%
HPE vs GILD
+102.5%
+659.3%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GILD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.4% | -0.8% | +13.2% | +12.6% |
| 7D | +19.4% | -4.8% | +24.2% | +20.8% |
| 30D | +5.6% | +5.8% | -0.2% | +3.8% |
| 3M | +33.1% | +14.9% | +18.1% | +27.1% |
| 6M | +192.5% | -0.4% | +192.8% | +190.4% |
| YTD | +160.9% | +18.5% | +142.4% | +145.5% |
| 1Y | +155.0% | +25.1% | +129.8% | +135.3% |
| 3Y | +289.4% | +105.9% | +183.5% | +198.6% |
| 5Y | +395.7% | +143.0% | +252.7% | +252.9% |
| 10Y | +574.8% | +162.4% | +412.4% | +353.0% |
| All | +761.8% | +102.5% | +659.3% | +544.4% |
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