+554.2%
GLW vs BIL
+26.1%
+528.1%
-59.5%
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 | +15.5% | +0.1% | +15.5% | +15.5% |
| 30D | -19.6% | +0.3% | -19.9% | -19.5% |
| 3M | -28.5% | +0.9% | -29.4% | -28.1% |
| 6M | -39.5% | +1.8% | -41.4% | -38.6% |
| YTD | +37.2% | +3.1% | +34.1% | +37.8% |
| 1Y | +35.4% | +3.7% | +31.7% | +35.5% |
| 3Y | +359.7% | +13.8% | +345.9% | +314.5% |
| 5Y | +244.0% | +20.2% | +223.8% | +185.7% |
| All | +554.2% | +26.1% | +528.1% | +409.2% |
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