+159.7%
GILD vs BIL
+25.3%
+134.4%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | 0.0% | -0.8% | -0.8% |
| 7D | -4.8% | +0.1% | -4.9% | -4.8% |
| 30D | +5.8% | +0.3% | +5.5% | +5.7% |
| 3M | +14.9% | +0.9% | +14.0% | +14.6% |
| 6M | -0.4% | +1.8% | -2.2% | -0.9% |
| YTD | +18.5% | +2.5% | +16.0% | +17.7% |
| 1Y | +25.1% | +3.7% | +21.4% | +24.3% |
| 3Y | +105.9% | +14.1% | +91.8% | +114.0% |
| 5Y | +143.0% | +19.5% | +123.5% | +143.6% |
| All | +159.7% | +25.3% | +134.4% | +143.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling