+15,648.6%
STX vs GILD
+4,397.3%
+11,251.2%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GILD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.8% | -3.0% | -3.5% |
| 7D | -2.3% | -4.8% | +2.6% | -0.7% |
| 30D | -5.5% | +5.8% | -11.2% | -7.5% |
| 3M | -4.3% | +14.9% | -19.2% | -10.0% |
| 6M | +115.6% | -0.4% | +116.0% | +112.8% |
| YTD | +202.2% | +18.5% | +183.7% | +180.9% |
| 1Y | +325.3% | +25.1% | +300.2% | +286.4% |
| 3Y | +1,283.9% | +105.9% | +1,178.0% | +937.6% |
| 5Y | +1,048.3% | +143.0% | +905.3% | +701.4% |
| 10Y | +3,387.3% | +162.4% | +3,224.9% | +2,184.4% |
| All | +15,648.6% | +4,397.3% | +11,251.2% | +3,542.9% |
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