+40.1%
GILD vs GWW
+53.2%
-13.1%
-21.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GWW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -2.6% | -1.4% | -3.5% |
| 7D | +1.2% | +5.8% | -4.6% | +0.3% |
| 30D | +16.2% | +13.8% | +2.4% | +13.9% |
| 3M | +27.9% | +13.2% | +14.7% | +25.5% |
| 6M | +27.1% | +28.4% | -1.3% | +19.4% |
| YTD | +39.0% | +44.7% | -5.7% | +28.8% |
| 1Y | +40.1% | +52.1% | -12.0% | +28.4% |
| All | +40.1% | +53.2% | -13.1% | +28.4% |
Cumulative growth
Daily Returns
Daily percentage return beside GWW.
Daily Out/Under-Performance
Portfolio return minus GWW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GWW 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 1y: compounded portfolio wealth divided by compounded GWW 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…
1y analysis · Full analysis span regression · 6 months rolling