+1,367.3%
AAPL vs BIL
+26.1%
+1,341.2%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | 0.0% | +0.4% | +0.5% |
| 7D | +4.1% | +0.1% | +4.1% | +4.3% |
| 30D | +4.0% | +0.3% | +3.6% | +4.7% |
| 3M | +16.8% | +1.0% | +15.8% | +19.1% |
| 6M | +19.4% | +1.9% | +17.5% | +23.9% |
| YTD | +31.5% | +3.2% | +28.3% | +39.9% |
| 1Y | +31.0% | +3.7% | +27.3% | +40.8% |
| 3Y | +95.3% | +13.8% | +81.5% | +141.6% |
| 5Y | +143.4% | +20.3% | +123.1% | +230.0% |
| All | +1,367.3% | +26.1% | +1,341.2% | +1,912.7% |
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 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