+40.1%
GILD vs WY
-0.7%
+40.8%
-21.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.6% | -3.4% | -3.8% |
| 7D | +1.2% | +9.5% | -8.3% | -0.7% |
| 30D | +16.2% | +16.3% | -0.1% | +12.9% |
| 3M | +27.9% | -15.5% | +43.4% | +29.8% |
| 6M | +27.1% | -7.1% | +34.2% | +27.7% |
| YTD | +39.0% | -6.3% | +45.2% | +40.1% |
| 1Y | +40.1% | -0.3% | +40.4% | +39.0% |
| All | +40.1% | -0.7% | +40.8% | +39.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 WY 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