+25.1%
BIL vs FND
+54.9%
-29.8%
-0.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.5% | +1.5% | 0.0% |
| 7D | +0.1% | -5.1% | +5.1% | +0.1% |
| 30D | +0.3% | -22.5% | +22.8% | +0.3% |
| 3M | +0.9% | -5.0% | +5.9% | +0.9% |
| 6M | +1.8% | -21.5% | +23.3% | +1.8% |
| YTD | +2.5% | -23.0% | +25.5% | +2.5% |
| 1Y | +3.7% | -44.9% | +48.6% | +3.7% |
| 3Y | +14.1% | -50.0% | +64.1% | +14.1% |
| 5Y | +19.4% | -63.3% | +82.8% | +19.4% |
| All | +25.1% | +54.9% | -29.8% | +25.0% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 FND 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