+3.0%
BIL vs AU
+42.5%
-39.5%
-0.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +8.0% | -8.0% | 0.0% |
| 7D | -0.3% | +0.8% | -1.0% | -0.3% |
| 30D | 0.0% | -7.0% | +6.9% | 0.0% |
| 3M | +0.3% | +8.5% | -8.2% | +0.3% |
| 6M | +1.2% | -1.3% | +2.5% | +1.2% |
| YTD | +2.4% | +6.8% | -4.3% | +2.4% |
| 1Y | +3.0% | +44.6% | -41.6% | +3.1% |
| All | +3.0% | +42.5% | -39.5% | +3.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 1y: compounded portfolio wealth divided by compounded AU 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…
1y analysis · Full analysis span regression · 6 months rolling