+174.6%
ARM vs BIL
+14.0%
+160.6%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | 0.0% | +4.7% | +4.7% |
| 7D | -15.2% | -0.3% | -15.0% | -15.2% |
| 30D | -40.7% | 0.0% | -40.7% | -39.7% |
| 3M | -39.1% | +0.3% | -39.4% | -34.7% |
| 6M | -26.4% | +1.2% | -27.7% | -12.6% |
| YTD | +59.7% | +2.5% | +57.3% | +89.6% |
| 1Y | +10.3% | +3.0% | +7.3% | +31.2% |
| 3Y | +228.9% | +13.2% | +215.7% | +11.8% |
| All | +174.6% | +14.0% | +160.6% | +28.0% |
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