+2,566.1%
NOW vs GILD
+725.2%
+1,840.9%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GILD | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.6% | +0.3% |
| 7D | -9.9% | -4.2% | -5.7% | -8.4% |
| 30D | +2.8% | +6.7% | -3.8% | +0.4% |
| 3M | +23.7% | +20.0% | +3.7% | +15.6% |
| 6M | +12.5% | -1.3% | +13.8% | +12.5% |
| YTD | -14.4% | +19.4% | -33.8% | -21.1% |
| 1Y | -29.0% | +28.9% | -57.9% | -36.7% |
| 3Y | +9.3% | +110.3% | -101.0% | -22.6% |
| 5Y | +1.2% | +144.8% | -143.6% | -34.2% |
| 10Y | +791.3% | +164.4% | +627.0% | +432.5% |
| All | +2,566.1% | +725.2% | +1,840.9% | +929.7% |
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