+25.7%
BIL vs ED
+141.1%
-115.4%
-0.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.1% | +0.1% | 0.0% |
| 7D | +0.1% | -0.9% | +1.0% | +0.1% |
| 30D | 0.0% | +11.2% | -11.2% | 0.0% |
| 3M | +0.6% | +11.8% | -11.2% | +0.6% |
| 6M | +1.5% | +14.1% | -12.6% | +1.5% |
| YTD | +2.8% | +23.0% | -20.2% | +2.8% |
| 1Y | +3.3% | +23.7% | -20.3% | +3.3% |
| 3Y | +13.4% | +47.7% | -34.3% | +13.4% |
| 5Y | +19.8% | +82.6% | -62.8% | +19.8% |
| 10Y | +25.7% | +141.8% | -116.0% | +25.7% |
| All | +25.7% | +141.1% | -115.4% | +25.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ED.
Daily Out/Under-Performance
Portfolio return minus ED return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ED 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 ED 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