+25.7%
BIL vs GEN
+151.0%
-125.3%
-0.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.7% | -0.7% | 0.0% |
| 7D | +0.1% | +1.0% | -0.9% | +0.1% |
| 30D | 0.0% | +29.1% | -29.1% | 0.0% |
| 3M | +0.6% | +2.9% | -2.3% | +0.6% |
| 6M | +1.5% | +33.6% | -32.1% | +1.5% |
| YTD | +2.8% | +12.0% | -9.3% | +2.8% |
| 1Y | +3.3% | +16.2% | -12.8% | +3.3% |
| 3Y | +13.4% | +65.1% | -51.7% | +13.4% |
| 5Y | +19.8% | +33.3% | -13.5% | +19.8% |
| 10Y | +25.7% | +149.7% | -124.0% | +25.7% |
| All | +25.7% | +151.0% | -125.3% | +25.7% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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