+152.0%
GE vs BIL
+26.1%
+125.8%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | 0.0% | +0.3% | +0.2% |
| 7D | +2.7% | +0.1% | +2.6% | +2.4% |
| 30D | +8.1% | +0.3% | +7.7% | +6.9% |
| 3M | -7.9% | +1.0% | -8.8% | -10.4% |
| 6M | +12.9% | +1.9% | +11.0% | +7.1% |
| YTD | +8.2% | +3.2% | +5.0% | -1.3% |
| 1Y | +9.7% | +3.7% | +6.0% | -1.2% |
| 3Y | +266.1% | +13.8% | +252.3% | +144.7% |
| 5Y | +407.4% | +20.3% | +387.1% | +200.8% |
| All | +152.0% | +26.1% | +125.8% | +42.5% |
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