+11.8%
BIL vs AMIX
-100.0%
+111.7%
-0.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -5.6% | +5.6% | 0.0% |
| 7D | -0.3% | -25.5% | +25.2% | -0.3% |
| 30D | 0.0% | -56.2% | +56.2% | 0.0% |
| 3M | +0.3% | -87.4% | +87.7% | +0.3% |
| 6M | +1.2% | -80.9% | +82.1% | +1.2% |
| YTD | +2.4% | -86.8% | +89.3% | +2.4% |
| 1Y | +3.0% | -91.3% | +94.4% | +3.0% |
| All | +11.8% | -100.0% | +111.7% | +11.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AMIX.
Daily Out/Under-Performance
Portfolio return minus AMIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMIX 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 3y: compounded portfolio wealth divided by compounded AMIX 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…
3y analysis · Full analysis span regression · 6 months rolling