-59.8%
MSTR vs GILD
+27.8%
-87.6%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GILD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.8% | +2.6% | +2.1% |
| 7D | -8.3% | -4.8% | -3.5% | -6.9% |
| 30D | +38.1% | +5.8% | +32.3% | +36.8% |
| 3M | +9.0% | +14.9% | -5.9% | +5.0% |
| 6M | -5.3% | -0.4% | -5.0% | -5.3% |
| YTD | -13.8% | +18.5% | -32.3% | -14.3% |
| 1Y | -59.8% | +25.1% | -84.9% | -60.3% |
| All | -59.8% | +27.8% | -87.6% | -60.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling