+396.6%
BAC vs BIL
+25.2%
+371.3%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | -0.1% | 0.0% |
| 7D | +1.1% | +0.1% | +1.0% | +1.3% |
| 30D | -0.4% | +0.3% | -0.7% | +0.2% |
| 3M | +16.9% | +0.9% | +16.0% | +19.2% |
| 6M | +26.6% | +1.8% | +24.8% | +31.3% |
| YTD | +15.8% | +2.4% | +13.3% | +21.3% |
| 1Y | +27.2% | +3.7% | +23.4% | +36.3% |
| 3Y | +132.4% | +14.2% | +118.2% | +194.2% |
| 5Y | +72.6% | +19.4% | +53.2% | +129.7% |
| All | +396.6% | +25.2% | +371.3% | +597.8% |
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