+45.4%
GILD vs IWD
+33.0%
+12.3%
-21.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +2.6% | +1.6% | +2.2% |
| 7D | +9.6% | +2.5% | +7.1% | +7.5% |
| 30D | +20.6% | +6.0% | +14.7% | +15.6% |
| 3M | +29.7% | +3.8% | +26.0% | +26.2% |
| 6M | +33.1% | +16.3% | +16.8% | +19.6% |
| YTD | +44.7% | +27.5% | +17.2% | +23.7% |
| 1Y | +45.4% | +32.8% | +12.6% | +22.3% |
| All | +45.4% | +33.0% | +12.3% | +22.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IWD.
Daily Out/Under-Performance
Portfolio return minus IWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWD 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 IWD 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