+209.7%
ABT vs BIL
+25.2%
+184.5%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.3% | -0.3% |
| 7D | -4.7% | +0.1% | -4.8% | -4.8% |
| 30D | -3.1% | +0.3% | -3.4% | -3.4% |
| 3M | +16.1% | +0.9% | +15.2% | +15.4% |
| 6M | -5.3% | +1.8% | -7.1% | -6.4% |
| YTD | -14.4% | +2.5% | -16.9% | -16.0% |
| 1Y | -18.4% | +3.7% | -22.1% | -20.8% |
| 3Y | +11.2% | +14.1% | -2.9% | +5.6% |
| 5Y | -9.4% | +19.4% | -28.8% | -17.3% |
| 10Y | +209.7% | +25.2% | +184.5% | +177.9% |
| All | +209.7% | +25.2% | +184.5% | +177.9% |
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