+789.1%
NOW vs GILD
+163.6%
+625.5%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GILD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.8% | +1.8% | +1.3% |
| 7D | -6.2% | -4.8% | -1.4% | -4.8% |
| 30D | +6.1% | +5.8% | +0.3% | +4.3% |
| 3M | +28.6% | +14.9% | +13.6% | +23.4% |
| 6M | +14.6% | -0.4% | +15.0% | +14.3% |
| YTD | -13.5% | +18.5% | -32.0% | -19.0% |
| 1Y | -29.4% | +25.1% | -54.5% | -35.2% |
| 3Y | +9.4% | +105.9% | -96.5% | -17.8% |
| 5Y | +2.3% | +143.0% | -140.7% | -29.5% |
| All | +789.1% | +163.6% | +625.5% | +484.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling