-39.7%
GIL vs SPY
+11.8%
-51.5%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.4% | -2.4% | -2.2% |
| 7D | -0.5% | +3.3% | -3.8% | -5.4% |
| 30D | -16.7% | -2.7% | -14.0% | -12.6% |
| 3M | -38.9% | -1.7% | -37.2% | -36.7% |
| 6M | -38.5% | +3.1% | -41.6% | -40.1% |
| YTD | -43.5% | +11.9% | -55.4% | -50.7% |
| 1Y | -39.7% | +12.0% | -51.7% | -47.4% |
| All | -39.7% | +11.8% | -51.5% | -47.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 SPY 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