+1,076.1%
BE vs BIL
+19.4%
+1,056.7%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | 0.0% | +7.3% | +7.5% |
| 7D | +20.0% | +0.1% | +19.9% | +20.5% |
| 30D | +7.9% | +0.3% | +7.6% | +9.9% |
| 3M | -13.2% | +0.9% | -14.2% | -9.8% |
| 6M | +53.5% | +1.8% | +51.6% | +57.7% |
| YTD | +191.0% | +2.4% | +188.6% | +189.6% |
| 1Y | +360.5% | +3.7% | +356.8% | +342.4% |
| 3Y | +1,568.0% | +14.2% | +1,553.8% | +2,125.1% |
| All | +1,076.1% | +19.4% | +1,056.7% | +539.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling