+36.2%
BMY vs BIL
+3.7%
+32.5%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | 0.0% | +1.7% | +1.9% |
| 7D | +2.1% | +0.1% | +2.0% | +2.3% |
| 30D | +7.0% | +0.3% | +6.7% | +7.8% |
| 3M | -0.9% | +1.0% | -1.8% | -0.3% |
| 6M | +14.9% | +1.9% | +13.1% | +21.3% |
| YTD | +22.8% | +3.2% | +19.6% | +42.1% |
| 1Y | +36.2% | +3.7% | +32.5% | +93.7% |
| All | +36.2% | +3.7% | +32.5% | +93.7% |
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