+418.8%
BE vs BIL
+3.7%
+415.1%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | 0.0% | +9.6% | +10.3% |
| 7D | +29.8% | +0.1% | +29.7% | +35.5% |
| 30D | +26.4% | +0.3% | +26.1% | +50.8% |
| 3M | +9.3% | +0.9% | +8.4% | +81.8% |
| 6M | +105.1% | +1.8% | +103.2% | +268.5% |
| YTD | +219.0% | +2.5% | +216.6% | +274.5% |
| 1Y | +418.8% | +3.7% | +415.1% | +360.8% |
| All | +418.8% | +3.7% | +415.1% | +360.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling