+8.9%
BILL vs SPY
+21.3%
-12.4%
-43.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +1.0% | +3.3% | +2.7% |
| 7D | +4.1% | +0.3% | +3.8% | +3.7% |
| 30D | +4.7% | +0.2% | +4.5% | +4.4% |
| 3M | +44.5% | +2.8% | +41.7% | +38.9% |
| 6M | +16.3% | +14.3% | +2.0% | -7.9% |
| YTD | -6.7% | +14.0% | -20.7% | -24.8% |
| All | +8.9% | +21.3% | -12.4% | -8.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 1y: compounded portfolio wealth divided by compounded SPY 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…
1y analysis · Full analysis span regression · 6 months rolling