+6,581.0%
GILD vs WTW
+1,102.0%
+5,479.0%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.1% | -0.8% | -0.8% |
| 7D | -4.8% | -5.7% | +0.9% | -3.2% |
| 30D | +5.8% | -7.3% | +13.0% | +8.0% |
| 3M | +14.9% | +21.5% | -6.5% | +8.4% |
| 6M | -0.4% | +9.6% | -10.0% | -3.8% |
| YTD | +18.5% | -3.3% | +21.8% | +18.0% |
| 1Y | +25.1% | -6.1% | +31.3% | +25.5% |
| 3Y | +105.9% | +61.8% | +44.1% | +74.2% |
| 5Y | +143.0% | +42.7% | +100.3% | +111.2% |
| 10Y | +162.4% | +197.2% | -34.9% | +77.1% |
| All | +6,581.0% | +1,102.0% | +5,479.0% | +2,851.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling