+200.5%
B vs BIL
+25.6%
+174.9%
-53.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | 0.0% | +4.2% | +4.2% |
| 7D | +11.3% | +0.1% | +11.2% | +11.3% |
| 30D | +2.9% | 0.0% | +3.0% | +2.7% |
| 3M | -2.9% | +0.6% | -3.5% | -3.9% |
| 6M | -1.2% | +1.5% | -2.7% | -3.0% |
| YTD | -1.3% | +2.8% | -4.1% | -4.9% |
| 1Y | +30.4% | +3.3% | +27.1% | +24.6% |
| 3Y | +195.3% | +13.4% | +181.9% | +201.7% |
| 5Y | +146.2% | +19.8% | +126.4% | +164.8% |
| 10Y | +200.5% | +25.6% | +174.8% | +156.4% |
| All | +200.5% | +25.6% | +174.9% | +156.4% |
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