+19.7%
BIL vs OPEN
-86.9%
+106.6%
-0.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.7% | -0.7% | 0.0% |
| 7D | +0.1% | -21.7% | +21.7% | +0.1% |
| 30D | 0.0% | -36.5% | +36.5% | 0.0% |
| 3M | +0.6% | -59.5% | +60.1% | +0.6% |
| 6M | +1.5% | -71.9% | +73.4% | +1.5% |
| YTD | +2.8% | -75.8% | +78.6% | +2.8% |
| 1Y | +3.3% | -78.5% | +81.8% | +3.3% |
| 3Y | +13.4% | -30.2% | +43.6% | +13.4% |
| 5Y | +19.8% | -93.3% | +113.1% | +19.8% |
| All | +19.7% | -86.9% | +106.6% | +19.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling