+606.9%
GEV vs BIL
+10.8%
+596.1%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | 0.0% | -2.9% | -2.6% |
| 7D | -1.9% | +0.1% | -2.0% | -0.7% |
| 30D | -8.7% | +0.3% | -9.0% | -2.6% |
| 3M | +6.6% | +0.9% | +5.7% | +30.7% |
| 6M | +10.2% | +1.8% | +8.4% | +63.2% |
| YTD | +41.6% | +2.5% | +39.2% | +135.7% |
| 1Y | +43.9% | +3.7% | +40.2% | +207.4% |
| All | +606.9% | +10.8% | +596.1% | +9,013.3% |
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