+26.9%
WMT vs GILD
+40.5%
-13.6%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GILD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -4.0% | +2.8% | -0.1% |
| 7D | +5.3% | +1.2% | +4.2% | +5.0% |
| 30D | +19.1% | +16.2% | +3.0% | +14.9% |
| 3M | +14.0% | +27.9% | -13.9% | +8.2% |
| 6M | -1.9% | +27.1% | -29.0% | -7.0% |
| YTD | +15.4% | +39.0% | -23.6% | +13.1% |
| 1Y | +26.9% | +40.1% | -13.2% | +25.0% |
| All | +26.9% | +40.5% | -13.6% | +25.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling