+25.2%
BIL vs DOC
-2.1%
+27.3%
-0.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.8% | +1.8% | 0.0% |
| 7D | +0.1% | -1.5% | +1.6% | +0.1% |
| 30D | +0.3% | -4.8% | +5.1% | +0.3% |
| 3M | +0.9% | +6.9% | -5.9% | +0.9% |
| 6M | +1.8% | +20.7% | -18.9% | +1.8% |
| YTD | +2.4% | +34.1% | -31.7% | +2.4% |
| 1Y | +3.7% | +22.6% | -18.9% | +3.7% |
| 3Y | +14.2% | +20.8% | -6.7% | +14.2% |
| 5Y | +19.4% | -24.9% | +44.3% | +19.4% |
| All | +25.2% | -2.1% | +27.3% | +25.1% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 DOC 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