+37.4%
GILD vs BIL
+3.7%
+33.6%
-21.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | -0.2% | -0.3% |
| 7D | +3.7% | +0.1% | +3.6% | +3.2% |
| 30D | +14.6% | +0.3% | +14.3% | +12.7% |
| 3M | +17.7% | +0.9% | +16.7% | +11.5% |
| 6M | +3.1% | +1.8% | +1.3% | -7.8% |
| YTD | +24.5% | +2.4% | +22.1% | +9.4% |
| 1Y | +37.4% | +3.7% | +33.7% | +16.7% |
| All | +37.4% | +3.7% | +33.6% | +16.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BIL.
Daily Out/Under-Performance
Portfolio return minus BIL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIL 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 BIL 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