+1,810.6%
LITE vs GILD
+108.6%
+1,702.0%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GILD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.8% | -0.2% | -0.9% |
| 7D | +5.2% | -4.8% | +10.0% | +5.3% |
| 30D | -0.6% | +5.8% | -6.4% | -1.1% |
| 3M | +4.2% | +14.9% | -10.7% | +2.4% |
| 6M | +38.0% | -0.4% | +38.3% | +39.1% |
| YTD | +151.5% | +18.5% | +133.0% | +149.5% |
| 1Y | +462.2% | +25.1% | +437.1% | +456.1% |
| 3Y | +1,810.6% | +105.9% | +1,704.7% | +1,635.0% |
| All | +1,810.6% | +108.6% | +1,702.0% | +1,635.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling