+30.3%
BIL vs SUI
+1,088.9%
-1,058.5%
-0.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.7% | -0.7% | 0.0% |
| 7D | -0.3% | +8.8% | -9.0% | -0.3% |
| 30D | 0.0% | +8.9% | -9.0% | 0.0% |
| 3M | +0.3% | +2.0% | -1.7% | +0.3% |
| 6M | +1.2% | -0.6% | +1.8% | +1.2% |
| YTD | +2.4% | +1.3% | +1.1% | +2.4% |
| 1Y | +3.0% | +1.3% | +1.8% | +3.0% |
| 3Y | +13.1% | +16.3% | -3.1% | +13.2% |
| 5Y | +19.4% | -25.1% | +44.5% | +19.4% |
| 10Y | +25.2% | +121.1% | -95.9% | +25.3% |
| All | +30.3% | +1,088.9% | -1,058.5% | +30.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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