+275.1%
BLK vs BIL
+25.3%
+249.8%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | 0.0% | +1.6% | +1.7% |
| 7D | -3.3% | +0.1% | -3.4% | -3.2% |
| 30D | -6.5% | +0.3% | -6.8% | -6.0% |
| 3M | +6.7% | +0.9% | +5.8% | +8.8% |
| 6M | +14.7% | +1.8% | +12.9% | +18.9% |
| YTD | +2.5% | +2.5% | 0.0% | +7.2% |
| 1Y | -2.8% | +3.7% | -6.5% | +3.3% |
| 3Y | +65.9% | +14.1% | +51.7% | +84.5% |
| 5Y | +33.0% | +19.5% | +13.5% | +57.9% |
| All | +275.1% | +25.3% | +249.8% | +360.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BIL.
Daily Out/Under-Performance
Portfolio return minus BIL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIL 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 BIL 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