+30.3%
BIL vs BEN
+52.9%
-22.6%
-0.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +3.5% | -3.5% | 0.0% |
| 7D | +0.1% | +0.2% | -0.1% | +0.1% |
| 30D | +0.3% | -0.5% | +0.9% | +0.3% |
| 3M | +0.9% | +9.7% | -8.8% | +1.0% |
| 6M | +1.8% | +33.9% | -32.1% | +1.9% |
| YTD | +2.4% | +49.0% | -46.5% | +2.5% |
| 1Y | +3.7% | +42.1% | -38.4% | +3.8% |
| 3Y | +14.2% | +51.9% | -37.7% | +14.3% |
| 5Y | +19.4% | +39.0% | -19.6% | +19.5% |
| 10Y | +25.2% | +57.9% | -32.6% | +25.4% |
| All | +30.3% | +52.9% | -22.6% | +30.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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