+23.3%
BA vs BIL
+26.1%
-2.8%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | -0.1% | 0.0% |
| 7D | -1.1% | +0.1% | -1.2% | -1.1% |
| 30D | -7.1% | +0.3% | -7.5% | -7.2% |
| 3M | -25.5% | +1.0% | -26.5% | -25.6% |
| 6M | -28.7% | +1.9% | -30.6% | -28.7% |
| YTD | -21.0% | +3.2% | -24.2% | -21.2% |
| 1Y | -11.9% | +3.7% | -15.6% | -11.9% |
| 3Y | -16.2% | +13.8% | -30.0% | -13.0% |
| 5Y | -22.4% | +20.3% | -42.7% | -27.4% |
| All | +23.3% | +26.1% | -2.8% | +9.3% |
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