+50.0%
BMY vs BIL
+3.7%
+46.2%
-12.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | 0.0% | -1.9% | -1.7% |
| 7D | +0.4% | +0.1% | +0.3% | +0.9% |
| 30D | +5.0% | +0.3% | +4.7% | +7.2% |
| 3M | +19.4% | +0.9% | +18.4% | +30.0% |
| 6M | +9.5% | +1.8% | +7.7% | +35.4% |
| YTD | +28.1% | +2.4% | +25.6% | +76.4% |
| 1Y | +50.0% | +3.7% | +46.3% | +162.1% |
| All | +50.0% | +3.7% | +46.2% | +162.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling