+17.6%
BND vs BIL
+26.1%
-8.5%
-18.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | 0.0% | -0.6% | -0.6% |
| 7D | -1.4% | +0.1% | -1.5% | -1.4% |
| 30D | +0.8% | +0.3% | +0.5% | +0.7% |
| 3M | -1.2% | +0.9% | -2.1% | -1.6% |
| 6M | -1.4% | +1.8% | -3.2% | -2.1% |
| YTD | -1.3% | +3.1% | -4.5% | -2.6% |
| 1Y | -1.2% | +3.7% | -4.9% | -2.8% |
| 3Y | +13.7% | +13.8% | -0.1% | +6.7% |
| 5Y | -1.7% | +20.2% | -21.9% | -10.2% |
| All | +17.6% | +26.1% | -8.5% | +8.4% |
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