+2,889.2%
V vs GILD
+774.9%
+2,114.3%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GILD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.8% | +1.6% | +1.1% |
| 7D | -1.2% | -4.8% | +3.6% | +0.3% |
| 30D | +3.1% | +5.8% | -2.7% | +1.2% |
| 3M | +16.3% | +14.9% | +1.4% | +11.1% |
| 6M | +20.4% | -0.4% | +20.7% | +20.0% |
| YTD | +6.3% | +18.5% | -12.3% | -0.2% |
| 1Y | +8.7% | +25.1% | -16.4% | +0.1% |
| 3Y | +53.3% | +105.9% | -52.6% | +17.9% |
| 5Y | +71.1% | +143.0% | -71.9% | +23.0% |
| 10Y | +388.8% | +162.4% | +226.4% | +228.9% |
| All | +2,889.2% | +774.9% | +2,114.3% | +994.3% |
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 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