+35.6%
BMY vs BIL
+13.5%
+22.1%
-29.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | 0.0% | -1.6% | -1.4% |
| 7D | -0.5% | -0.3% | -0.3% | -1.4% |
| 30D | +4.1% | 0.0% | +4.1% | +4.3% |
| 3M | -2.1% | +0.6% | -2.7% | +0.4% |
| 6M | +12.2% | +1.5% | +10.7% | +20.5% |
| YTD | +20.3% | +2.8% | +17.6% | +37.3% |
| 1Y | +39.2% | +3.3% | +35.8% | +63.8% |
| 3Y | +35.6% | +13.5% | +22.1% | +68.1% |
| All | +35.6% | +13.5% | +22.1% | +68.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling