+40.1%
GILD vs WAB
+37.1%
+2.9%
-21.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -5.6% | +1.6% | -3.1% |
| 7D | +1.2% | -2.5% | +3.7% | +1.7% |
| 30D | +16.2% | -4.4% | +20.5% | +16.9% |
| 3M | +27.9% | -5.9% | +33.8% | +29.0% |
| 6M | +27.1% | +5.9% | +21.1% | +25.0% |
| YTD | +39.0% | +30.9% | +8.1% | +33.3% |
| 1Y | +40.1% | +35.8% | +4.3% | +34.6% |
| All | +40.1% | +37.1% | +2.9% | +34.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WAB.
Daily Out/Under-Performance
Portfolio return minus WAB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WAB 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 WAB 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