+36,927.9%
WDC vs GILD
+38,746.6%
-1,818.7%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GILD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.8% | -2.2% | -2.8% |
| 7D | -4.3% | -4.8% | +0.5% | -3.4% |
| 30D | -1.5% | +5.8% | -7.3% | -2.8% |
| 3M | -15.5% | +14.9% | -30.4% | -18.6% |
| 6M | +66.5% | -0.4% | +66.8% | +65.2% |
| YTD | +159.9% | +18.5% | +141.3% | +148.7% |
| 1Y | +366.0% | +25.1% | +340.8% | +340.1% |
| 3Y | +1,285.8% | +105.9% | +1,179.9% | +1,061.0% |
| 5Y | +925.6% | +143.0% | +782.6% | +726.2% |
| 10Y | +1,206.5% | +162.4% | +1,044.1% | +926.0% |
| All | +36,927.9% | +38,746.6% | -1,818.7% | +12,257.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling