+228.3%
ABT vs BIL
+25.7%
+202.6%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | -0.1% | 0.0% |
| 7D | +1.0% | +0.1% | +0.9% | +1.0% |
| 30D | +11.6% | 0.0% | +11.6% | +11.2% |
| 3M | +2.3% | +0.6% | +1.7% | +1.2% |
| 6M | +32.7% | +1.5% | +31.2% | +30.3% |
| YTD | -9.6% | +2.8% | -12.4% | -12.5% |
| 1Y | -10.1% | +3.3% | -13.4% | -13.5% |
| 3Y | +25.2% | +13.4% | +11.8% | +12.9% |
| 5Y | -4.5% | +19.8% | -24.4% | -19.1% |
| 10Y | +228.3% | +25.7% | +202.6% | +154.4% |
| All | +228.3% | +25.7% | +202.6% | +154.4% |
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