+20.2%
BIL vs OPEN
-88.9%
+109.1%
-0.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -3.6% | +3.7% | 0.0% |
| 7D | +0.1% | -15.0% | +15.1% | +0.1% |
| 30D | +0.3% | -40.2% | +40.5% | +0.3% |
| 3M | +1.0% | -67.4% | +68.4% | +1.0% |
| 6M | +1.9% | -74.0% | +75.9% | +1.9% |
| YTD | +3.2% | -79.6% | +82.8% | +3.2% |
| 1Y | +3.7% | -86.1% | +89.8% | +3.7% |
| 3Y | +13.8% | -41.4% | +55.2% | +13.8% |
| 5Y | +20.3% | -94.9% | +115.1% | +20.3% |
| All | +20.2% | -88.9% | +109.1% | +20.2% |
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