+641.7%
AMZN vs BIL
+26.1%
+615.5%
-56.1%
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 | +2.8% | +0.1% | +2.8% | +2.8% |
| 30D | +5.0% | +0.3% | +4.6% | +5.0% |
| 3M | +0.6% | +1.0% | -0.4% | +0.7% |
| 6M | -1.3% | +1.9% | -3.2% | -0.2% |
| YTD | +15.5% | +3.2% | +12.4% | +17.9% |
| 1Y | +12.2% | +3.7% | +8.5% | +14.8% |
| 3Y | +87.0% | +13.8% | +73.2% | +82.9% |
| 5Y | +51.3% | +20.3% | +31.0% | +50.7% |
| All | +641.7% | +26.1% | +615.5% | +570.3% |
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