+1,203.1%
GILD vs WU
-22.4%
+1,225.5%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.6% | -1.3% | -0.9% |
| 7D | -4.8% | -3.5% | -1.3% | -3.9% |
| 30D | +5.8% | -2.9% | +8.7% | +6.5% |
| 3M | +14.9% | -2.3% | +17.2% | +14.5% |
| 6M | -0.4% | -25.4% | +25.0% | +6.5% |
| YTD | +18.5% | -21.2% | +39.7% | +24.5% |
| 1Y | +25.1% | -8.9% | +34.0% | +25.6% |
| 3Y | +105.9% | -29.0% | +134.9% | +118.0% |
| 5Y | +143.0% | -50.7% | +193.7% | +179.5% |
| 10Y | +162.4% | -39.7% | +202.1% | +173.7% |
| All | +1,203.1% | -22.4% | +1,225.5% | +1,105.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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