+11.8%
AAL vs BIL
+13.8%
-2.0%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | 0.0% | -1.1% | -1.4% |
| 7D | -0.1% | +0.1% | -0.2% | -0.8% |
| 30D | +11.7% | +0.3% | +11.4% | +8.2% |
| 3M | -12.5% | +1.0% | -13.5% | -19.6% |
| 6M | +3.6% | +1.9% | +1.7% | -10.1% |
| YTD | -14.1% | +3.2% | -17.3% | -32.1% |
| 1Y | +0.8% | +3.7% | -2.9% | -23.1% |
| 3Y | +11.8% | +13.8% | -2.0% | -72.8% |
| All | +11.8% | +13.8% | -2.0% | -72.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling