+138.1%
AAPL vs BIL
+19.8%
+118.3%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | 0.0% | +2.4% | +2.4% |
| 7D | +3.7% | +0.1% | +3.6% | +3.7% |
| 30D | +4.2% | 0.0% | +4.2% | +4.6% |
| 3M | +12.0% | +0.6% | +11.4% | +13.7% |
| 6M | +19.8% | +1.5% | +18.3% | +23.5% |
| YTD | +29.3% | +2.8% | +26.6% | +35.9% |
| 1Y | +31.1% | +3.3% | +27.8% | +39.1% |
| 3Y | +94.9% | +13.4% | +81.4% | +123.0% |
| 5Y | +138.1% | +19.8% | +118.2% | +228.2% |
| All | +138.1% | +19.8% | +118.3% | +228.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling