+19.3%
BIL vs OPEN
-71.4%
+90.8%
-0.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.5% | +2.6% | 0.0% |
| 7D | +0.1% | +1.0% | -0.9% | +0.1% |
| 30D | +0.3% | -11.9% | +12.2% | +0.3% |
| 3M | +0.9% | -28.8% | +29.7% | +0.9% |
| 6M | +1.8% | -38.6% | +40.4% | +1.8% |
| YTD | +2.5% | -47.3% | +49.8% | +2.5% |
| 1Y | +3.7% | -49.2% | +52.9% | +3.7% |
| 3Y | +14.1% | -18.8% | +32.9% | +14.1% |
| 5Y | +19.4% | -83.6% | +103.0% | +19.4% |
| All | +19.3% | -71.4% | +90.8% | +19.3% |
Cumulative growth
Daily Returns
Daily percentage return beside OPEN.
Daily Out/Under-Performance
Portfolio return minus OPEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OPEN 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 OPEN 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