+5.3%
WMT vs GILD
+27.8%
-22.5%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GILD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.8% | +2.1% | +1.5% |
| 7D | 0.0% | -4.8% | +4.8% | +1.0% |
| 30D | -7.4% | +5.8% | -13.2% | -8.2% |
| 3M | -10.9% | +14.9% | -25.8% | -12.9% |
| 6M | -12.7% | -0.4% | -12.3% | -13.2% |
| YTD | -3.2% | +18.5% | -21.7% | -2.8% |
| 1Y | +5.3% | +25.1% | -19.9% | +4.6% |
| All | +5.3% | +27.8% | -22.5% | +4.6% |
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