+958.6%
LITE vs GILD
+142.1%
+816.5%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GILD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.8% | -0.2% | -0.8% |
| 7D | +5.2% | -4.8% | +10.0% | +5.8% |
| 30D | -0.6% | +5.8% | -6.4% | -1.7% |
| 3M | +4.2% | +14.9% | -10.7% | +0.9% |
| 6M | +38.0% | -0.4% | +38.3% | +38.0% |
| YTD | +151.5% | +18.5% | +133.0% | +143.6% |
| 1Y | +462.2% | +25.1% | +437.1% | +438.9% |
| 3Y | +1,810.6% | +105.9% | +1,704.7% | +1,506.1% |
| All | +958.6% | +142.1% | +816.5% | +706.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling