+38.6%
GILD vs WTW
+3.6%
+35.0%
-21.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.3% | +1.9% | -0.3% |
| 7D | -2.2% | +1.4% | -3.6% | -2.3% |
| 30D | +13.6% | +13.1% | +0.5% | +13.3% |
| 3M | +28.3% | -3.0% | +31.2% | +28.0% |
| 6M | +23.9% | +31.2% | -7.3% | +25.0% |
| YTD | +38.4% | +1.1% | +37.3% | +37.8% |
| 1Y | +38.6% | +3.4% | +35.2% | +37.2% |
| All | +38.6% | +3.6% | +35.0% | +37.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WTW.
Daily Out/Under-Performance
Portfolio return minus WTW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WTW 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 WTW 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