+25.7%
BIL vs GEN
+156.5%
-130.8%
-0.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.1% | -2.1% | 0.0% |
| 7D | +0.1% | -0.8% | +0.9% | +0.1% |
| 30D | 0.0% | +31.2% | -31.2% | 0.0% |
| 3M | +0.6% | +6.1% | -5.5% | +0.6% |
| 6M | +1.5% | +38.1% | -36.6% | +1.5% |
| YTD | +2.8% | +14.4% | -11.6% | +2.8% |
| 1Y | +3.3% | +15.1% | -11.8% | +3.3% |
| 3Y | +13.4% | +68.5% | -55.1% | +13.4% |
| 5Y | +19.8% | +35.8% | -16.0% | +19.8% |
| 10Y | +25.7% | +155.4% | -129.7% | +25.7% |
| All | +25.7% | +156.5% | -130.8% | +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