+675.5%
BE vs BIL
+23.7%
+651.8%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | 0.0% | +11.9% | +12.0% |
| 7D | -1.2% | +0.1% | -1.3% | -1.0% |
| 30D | -30.9% | 0.0% | -30.8% | -30.6% |
| 3M | -11.6% | +0.6% | -12.2% | -7.6% |
| 6M | -25.7% | +1.5% | -27.2% | -18.3% |
| YTD | +123.1% | +2.8% | +120.4% | +150.9% |
| 1Y | +43.4% | +3.3% | +40.1% | +62.9% |
| 3Y | +1,683.6% | +13.4% | +1,670.2% | +4,665.6% |
| 5Y | +465.4% | +19.8% | +445.6% | +2,271.0% |
| All | +675.5% | +23.7% | +651.8% | +5,173.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling