+152.0%
GE vs BIL
+25.2%
+126.7%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | 0.0% | -2.8% | -2.8% |
| 7D | -1.2% | +0.1% | -1.3% | -1.4% |
| 30D | -11.3% | +0.3% | -11.5% | -11.9% |
| 3M | -1.4% | +0.9% | -2.3% | -3.5% |
| 6M | +1.2% | +1.8% | -0.6% | -3.1% |
| YTD | +5.9% | +2.5% | +3.5% | -0.3% |
| 1Y | +18.4% | +3.7% | +14.7% | +8.5% |
| 3Y | +271.0% | +14.1% | +256.9% | +163.8% |
| 5Y | +417.9% | +19.4% | +398.5% | +243.8% |
| 10Y | +152.0% | +25.2% | +126.7% | +73.6% |
| All | +152.0% | +25.2% | +126.7% | +73.6% |
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