+916.1%
WDC vs GILD
+142.1%
+774.0%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GILD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.8% | -2.2% | -2.9% |
| 7D | -4.3% | -4.8% | +0.5% | -3.8% |
| 30D | -1.5% | +5.8% | -7.3% | -2.2% |
| 3M | -15.5% | +14.9% | -30.4% | -17.6% |
| 6M | +66.5% | -0.4% | +66.8% | +66.9% |
| YTD | +159.9% | +18.5% | +141.3% | +152.8% |
| 1Y | +366.0% | +25.1% | +340.8% | +348.8% |
| 3Y | +1,285.8% | +105.9% | +1,179.9% | +1,102.9% |
| All | +916.1% | +142.1% | +774.0% | +645.4% |
Cumulative growth
Daily Returns
Daily percentage return beside GILD.
Daily Out/Under-Performance
Portfolio return minus GILD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GILD 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 5y: compounded portfolio wealth divided by compounded GILD 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…
5y analysis · Full analysis span regression · 6 months rolling