+40.1%
GILD vs WWD
+19.4%
+20.7%
-21.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -6.0% | +2.0% | -3.5% |
| 7D | +1.2% | -2.6% | +3.7% | +1.4% |
| 30D | +16.2% | -7.7% | +23.9% | +16.8% |
| 3M | +27.9% | -17.7% | +45.6% | +29.9% |
| 6M | +27.1% | -15.9% | +43.0% | +27.7% |
| YTD | +39.0% | +1.8% | +37.2% | +39.4% |
| 1Y | +40.1% | +17.4% | +22.7% | +40.3% |
| All | +40.1% | +19.4% | +20.7% | +40.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 WWD 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