+25.6%
BIL vs URI
+1,313.6%
-1,288.0%
-0.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +6.9% | -6.9% | 0.0% |
| 7D | +0.1% | -4.0% | +4.1% | +0.1% |
| 30D | 0.0% | +6.8% | -6.8% | 0.0% |
| 3M | +0.6% | -2.8% | +3.4% | +0.6% |
| 6M | +1.5% | +20.9% | -19.3% | +1.5% |
| YTD | +2.8% | +40.2% | -37.5% | +2.8% |
| 1Y | +3.3% | +34.1% | -30.8% | +3.3% |
| 3Y | +13.4% | +164.1% | -150.7% | +13.4% |
| 5Y | +19.8% | +199.3% | -179.5% | +19.8% |
| 10Y | +25.6% | +1,218.8% | -1,193.2% | +25.5% |
| All | +25.6% | +1,313.6% | -1,288.0% | +25.5% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI 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 URI 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