+1,283.9%
STX vs GILD
+108.6%
+1,175.3%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GILD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.8% | -3.0% | -3.7% |
| 7D | -2.3% | -4.8% | +2.6% | -2.1% |
| 30D | -5.5% | +5.8% | -11.2% | -5.8% |
| 3M | -4.3% | +14.9% | -19.2% | -6.0% |
| 6M | +115.6% | -0.4% | +116.0% | +117.5% |
| YTD | +202.2% | +18.5% | +183.7% | +196.2% |
| 1Y | +325.3% | +25.1% | +300.2% | +313.6% |
| 3Y | +1,283.9% | +105.9% | +1,178.0% | +1,164.2% |
| All | +1,283.9% | +108.6% | +1,175.3% | +1,164.2% |
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