+14.1%
BIL vs TRI
-19.2%
+33.3%
0.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.9% | +1.9% | 0.0% |
| 7D | +0.1% | -8.4% | +8.5% | +0.1% |
| 30D | +0.3% | -6.5% | +6.7% | +0.3% |
| 3M | +0.9% | +18.6% | -17.7% | +0.9% |
| 6M | +1.8% | -10.4% | +12.2% | +1.8% |
| YTD | +2.5% | -23.7% | +26.2% | +2.5% |
| 1Y | +3.7% | -42.5% | +46.1% | +3.7% |
| All | +14.1% | -19.2% | +33.3% | +14.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 3y: compounded portfolio wealth divided by compounded TRI 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…
3y analysis · Full analysis span regression · 6 months rolling