+710.1%
GOOG vs BIL
+26.1%
+684.0%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | 0.0% | +1.6% | +1.6% |
| 7D | +4.8% | +0.1% | +4.8% | +4.8% |
| 30D | -15.5% | +0.3% | -15.8% | -15.5% |
| 3M | -13.7% | +0.9% | -14.6% | -13.8% |
| 6M | -23.0% | +1.8% | -24.8% | -23.0% |
| YTD | -5.7% | +3.1% | -8.8% | -6.3% |
| 1Y | +3.0% | +3.7% | -0.7% | +2.0% |
| 3Y | +122.4% | +13.8% | +108.6% | +99.0% |
| 5Y | +99.2% | +20.2% | +79.0% | +74.1% |
| All | +710.1% | +26.1% | +684.0% | +551.6% |
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