+1,265.1%
HD vs BIL
+30.4%
+1,234.7%
-53.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | 0.0% | +0.9% | +1.1% |
| 7D | -2.1% | +0.1% | -2.1% | -1.7% |
| 30D | -8.4% | +0.3% | -8.7% | -7.0% |
| 3M | +4.3% | +0.9% | +3.4% | +9.0% |
| 6M | -11.1% | +1.8% | -13.0% | -3.2% |
| YTD | -4.7% | +2.4% | -7.1% | +6.8% |
| 1Y | -19.8% | +3.7% | -23.5% | -4.7% |
| 3Y | +4.1% | +14.2% | -10.1% | +95.4% |
| 5Y | +10.3% | +19.4% | -9.1% | +158.5% |
| 10Y | +203.2% | +25.2% | +177.9% | +800.8% |
| All | +1,265.1% | +30.4% | +1,234.7% | +4,367.2% |
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 1990-01-01 to 2026-09-04: 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…
1990-01-01 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling