+390.5%
GE vs BIL
+19.4%
+371.0%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | 0.0% | +2.7% | +2.8% |
| 7D | +7.1% | -0.3% | +7.4% | +6.6% |
| 30D | +6.5% | 0.0% | +6.5% | +5.5% |
| 3M | -13.6% | +0.3% | -13.9% | -14.5% |
| 6M | +6.0% | +1.2% | +4.7% | +4.4% |
| YTD | +5.4% | +2.5% | +2.9% | +2.2% |
| 1Y | +6.5% | +3.0% | +3.4% | +3.3% |
| 3Y | +268.6% | +13.2% | +255.4% | +183.5% |
| All | +390.5% | +19.4% | +371.0% | +207.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling