+151.2%
GE vs BIL
+26.1%
+125.1%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | 0.0% | -3.5% | -3.5% |
| 7D | +5.1% | +0.1% | +5.0% | +4.9% |
| 30D | +7.6% | +0.3% | +7.2% | +6.5% |
| 3M | -9.3% | +0.9% | -10.2% | -11.8% |
| 6M | +11.5% | +1.8% | +9.7% | +5.9% |
| YTD | +7.9% | +3.1% | +4.7% | -1.5% |
| 1Y | +7.6% | +3.7% | +4.0% | -3.0% |
| 3Y | +265.9% | +13.8% | +252.1% | +144.6% |
| 5Y | +405.9% | +20.2% | +385.7% | +200.0% |
| All | +151.2% | +26.1% | +125.1% | +42.0% |
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