+317.2%
ADP vs BIL
+26.1%
+291.1%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | 0.0% | +0.5% | +0.5% |
| 7D | +0.3% | +0.1% | +0.2% | +0.3% |
| 30D | +11.6% | +0.3% | +11.3% | +11.7% |
| 3M | +15.1% | +0.9% | +14.1% | +15.3% |
| 6M | +46.0% | +1.8% | +44.2% | +46.9% |
| YTD | +22.4% | +3.1% | +19.2% | +24.3% |
| 1Y | +24.5% | +3.7% | +20.8% | +26.8% |
| 3Y | +44.8% | +13.8% | +31.0% | +49.0% |
| 5Y | +49.1% | +20.2% | +28.8% | +42.8% |
| All | +317.2% | +26.1% | +291.1% | +244.2% |
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 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