+22.5%
BMY vs BIL
+14.1%
+8.4%
-31.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2023-09-08 to 2026-09-08.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | 0.0% | -3.2% | -3.1% |
| 7D | -3.3% | +0.1% | -3.4% | -2.9% |
| 30D | 0.0% | +0.3% | -0.3% | +1.6% |
| 3M | +17.7% | +0.9% | +16.8% | +24.3% |
| 6M | +9.6% | +1.8% | +7.8% | +23.2% |
| YTD | +24.0% | +2.5% | +21.5% | +45.3% |
| 1Y | +45.1% | +3.7% | +41.4% | +82.5% |
| 3Y | +22.5% | +14.1% | +8.4% | +165.1% |
| All | +22.5% | +14.1% | +8.4% | +165.1% |
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 2023-09-08 to 2026-09-08: 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…
2023-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling