+25.1%
GILD vs WAB
+49.7%
-24.5%
-21.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.1% | -1.8% | -0.9% |
| 7D | -4.8% | +0.1% | -4.9% | -4.8% |
| 30D | +5.8% | -4.1% | +9.8% | +6.4% |
| 3M | +14.9% | +8.2% | +6.8% | +12.9% |
| 6M | -0.4% | +15.4% | -15.8% | -3.7% |
| YTD | +18.5% | +33.1% | -14.6% | +13.9% |
| 1Y | +25.1% | +48.1% | -22.9% | +19.7% |
| All | +25.1% | +49.7% | -24.5% | +19.7% |
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