+26.1%
BIL vs BN
+290.8%
-264.7%
-0.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.6% | +1.6% | 0.0% |
| 7D | +0.1% | -1.0% | +1.1% | +0.1% |
| 30D | +0.3% | +14.0% | -13.6% | +0.3% |
| 3M | +1.0% | -9.0% | +10.0% | +1.0% |
| 6M | +1.9% | -8.8% | +10.7% | +1.9% |
| YTD | +3.2% | -10.3% | +13.4% | +3.2% |
| 1Y | +3.7% | -5.8% | +9.5% | +3.7% |
| 3Y | +13.8% | +94.8% | -80.9% | +13.8% |
| 5Y | +20.3% | +31.5% | -11.2% | +20.3% |
| All | +26.1% | +290.8% | -264.7% | +26.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN 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 BN 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