+11.7%
BIL vs AHR
+360.2%
-348.5%
0.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.5% | -0.5% | 0.0% |
| 7D | +0.1% | -3.0% | +3.1% | +0.1% |
| 30D | +0.3% | +2.6% | -2.3% | +0.3% |
| 3M | +0.9% | +16.0% | -15.1% | +0.9% |
| 6M | +1.8% | +3.1% | -1.3% | +1.8% |
| YTD | +2.5% | +16.0% | -13.6% | +2.5% |
| 1Y | +3.7% | +28.0% | -24.3% | +3.7% |
| All | +11.7% | +360.2% | -348.5% | +11.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AHR.
Daily Out/Under-Performance
Portfolio return minus AHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AHR 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 AHR 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