+526.6%
GEV vs BIL
+11.6%
+515.0%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | 0.0% | +1.3% | +1.3% |
| 7D | +6.2% | +0.1% | +6.2% | +7.4% |
| 30D | -18.4% | +0.3% | -18.7% | -14.2% |
| 3M | -21.2% | +0.9% | -22.2% | -6.0% |
| 6M | -23.6% | +1.8% | -25.4% | +12.0% |
| YTD | +25.5% | +3.1% | +22.4% | +135.1% |
| 1Y | +42.6% | +3.7% | +38.9% | +197.2% |
| All | +526.6% | +11.6% | +515.0% | +8,982.7% |
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