+32,991.5%
GILD vs WM
+2,217.9%
+30,773.7%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.2% | -0.6% | -0.7% |
| 7D | -4.8% | -2.1% | -2.7% | -4.3% |
| 30D | +5.8% | -5.3% | +11.0% | +7.2% |
| 3M | +14.9% | -2.0% | +16.9% | +15.5% |
| 6M | -0.4% | -8.6% | +8.2% | +1.8% |
| YTD | +18.5% | -1.6% | +20.1% | +18.7% |
| 1Y | +25.1% | -1.2% | +26.3% | +25.1% |
| 3Y | +105.9% | +41.9% | +64.0% | +86.3% |
| 5Y | +143.0% | +49.6% | +93.4% | +115.7% |
| 10Y | +162.4% | +306.6% | -144.2% | +79.6% |
| All | +32,991.5% | +2,217.9% | +30,773.7% | +15,509.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WM.
Daily Out/Under-Performance
Portfolio return minus WM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WM 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 WM 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