+157.4%
GE vs BIL
+25.7%
+131.8%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | 0.0% | +0.7% | +0.7% |
| 7D | +5.4% | +0.1% | +5.3% | +5.3% |
| 30D | +9.6% | 0.0% | +9.7% | +9.1% |
| 3M | -7.7% | +0.6% | -8.3% | -9.8% |
| 6M | +14.0% | +1.5% | +12.5% | +8.9% |
| YTD | +10.2% | +2.8% | +7.4% | +1.5% |
| 1Y | +8.9% | +3.3% | +5.6% | -0.9% |
| 3Y | +273.7% | +13.4% | +260.2% | +156.0% |
| 5Y | +410.2% | +19.8% | +390.4% | +214.1% |
| 10Y | +157.4% | +25.7% | +131.8% | +56.5% |
| All | +157.4% | +25.7% | +131.8% | +56.5% |
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