+208.6%
B vs BIL
+25.7%
+183.0%
-53.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | 0.0% | -6.1% | -6.1% |
| 7D | +7.1% | +0.1% | +7.0% | +7.1% |
| 30D | -3.3% | 0.0% | -3.3% | -3.6% |
| 3M | -2.5% | +0.6% | -3.1% | -3.5% |
| 6M | -7.2% | +1.5% | -8.8% | -8.8% |
| YTD | -7.4% | +2.8% | -10.1% | -10.4% |
| 1Y | +16.4% | +3.3% | +13.1% | +11.8% |
| 3Y | +178.7% | +13.4% | +165.3% | +189.2% |
| 5Y | +121.7% | +19.8% | +101.9% | +143.6% |
| 10Y | +208.6% | +25.7% | +183.0% | +173.0% |
| All | +208.6% | +25.7% | +183.0% | +173.0% |
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