+30.8%
BIL vs BEN
+59.6%
-28.8%
-0.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +6.3% | -6.3% | 0.0% |
| 7D | +0.1% | +12.2% | -12.1% | +0.1% |
| 30D | 0.0% | +12.1% | -12.1% | 0.0% |
| 3M | +0.6% | +7.3% | -6.7% | +0.6% |
| 6M | +1.5% | +17.9% | -16.4% | +1.5% |
| YTD | +2.8% | +55.4% | -52.7% | +2.8% |
| 1Y | +3.3% | +69.3% | -66.0% | +3.4% |
| 3Y | +13.4% | +82.8% | -69.4% | +13.5% |
| 5Y | +19.8% | +28.8% | -9.0% | +19.9% |
| 10Y | +25.6% | +53.9% | -28.2% | +25.8% |
| All | +30.8% | +59.6% | -28.8% | +31.2% |
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