+25.7%
BIL vs AMC
-98.7%
+124.3%
-0.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.8% | -1.8% | 0.0% |
| 7D | +0.1% | +5.5% | -5.4% | +0.1% |
| 30D | 0.0% | +16.1% | -16.1% | 0.0% |
| 3M | +0.6% | +43.0% | -42.4% | +0.6% |
| 6M | +1.5% | +130.7% | -129.1% | +1.5% |
| YTD | +2.8% | +121.8% | -119.0% | +2.8% |
| 1Y | +3.3% | +40.7% | -37.3% | +3.3% |
| 3Y | +13.4% | -56.8% | +70.2% | +13.4% |
| 5Y | +19.8% | -99.1% | +118.9% | +19.8% |
| 10Y | +25.7% | -98.7% | +124.3% | +25.8% |
| All | +25.7% | -98.7% | +124.3% | +25.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 AMC 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