+159.7%
GILD vs BBWI
-55.0%
+214.7%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +6.4% | -7.2% | -1.2% |
| 7D | -4.8% | -4.8% | 0.0% | -4.5% |
| 30D | +5.8% | +3.5% | +2.3% | +5.4% |
| 3M | +14.9% | -0.3% | +15.2% | +14.6% |
| 6M | -0.4% | -5.4% | +5.0% | -0.5% |
| YTD | +18.5% | -4.7% | +23.3% | +18.1% |
| 1Y | +25.1% | -30.5% | +55.6% | +26.8% |
| 3Y | +105.9% | -44.3% | +150.2% | +108.6% |
| 5Y | +143.0% | -66.9% | +209.9% | +150.7% |
| All | +159.7% | -55.0% | +214.7% | +157.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 10y: compounded portfolio wealth divided by compounded BBWI 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…
10y analysis · Full analysis span regression · 6 months rolling