+65,275.9%
GILD vs WWD
+15,007.2%
+50,268.7%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.4% | -2.1% | -1.0% |
| 7D | -4.8% | -2.6% | -2.2% | -4.3% |
| 30D | +5.8% | -6.9% | +12.7% | +7.2% |
| 3M | +14.9% | -13.0% | +28.0% | +17.6% |
| 6M | -0.4% | -12.5% | +12.1% | +1.5% |
| YTD | +18.5% | +11.8% | +6.7% | +14.8% |
| 1Y | +25.1% | +41.1% | -15.9% | +15.4% |
| 3Y | +105.9% | +163.1% | -57.2% | +65.0% |
| 5Y | +143.0% | +187.6% | -44.6% | +88.0% |
| 10Y | +162.4% | +494.6% | -332.2% | +62.4% |
| All | +65,275.9% | +15,007.2% | +50,268.7% | +18,708.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling