+668.0%
BE vs BIL
+24.2%
+643.8%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | 0.0% | -5.0% | -4.8% |
| 7D | +10.8% | +0.1% | +10.7% | +11.2% |
| 30D | -19.8% | +0.3% | -20.1% | -18.3% |
| 3M | -18.7% | +1.0% | -19.7% | -14.0% |
| 6M | -33.7% | +1.9% | -35.6% | -26.1% |
| YTD | +121.0% | +3.2% | +117.8% | +152.1% |
| 1Y | +85.4% | +3.7% | +81.7% | +113.5% |
| 3Y | +1,709.5% | +13.8% | +1,695.7% | +4,784.7% |
| 5Y | +462.2% | +20.3% | +441.9% | +2,283.8% |
| All | +668.0% | +24.2% | +643.8% | +5,172.2% |
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