+25.7%
BIL vs SPXU
-100.0%
+125.7%
-0.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.2% | -1.2% | 0.0% |
| 7D | +0.1% | -7.6% | +7.6% | +0.1% |
| 30D | +0.3% | +5.3% | -5.0% | +0.3% |
| 3M | +1.0% | +9.6% | -8.7% | +1.0% |
| 6M | +1.9% | -4.5% | +6.4% | +1.9% |
| YTD | +3.2% | -25.9% | +29.1% | +3.2% |
| 1Y | +3.7% | -28.9% | +32.6% | +3.7% |
| 3Y | +13.8% | -80.5% | +94.3% | +13.8% |
| 5Y | +20.3% | -83.4% | +103.7% | +20.3% |
| 10Y | +26.2% | -99.5% | +125.7% | +26.3% |
| All | +25.7% | -100.0% | +125.7% | +26.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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