+254.2%
HD vs BIL
+25.6%
+228.7%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | 0.0% | -1.9% | -1.8% |
| 7D | +4.3% | -0.3% | +4.6% | +3.6% |
| 30D | +20.2% | 0.0% | +20.2% | +19.8% |
| 3M | -1.0% | +0.6% | -1.6% | -0.5% |
| 6M | +7.9% | +1.5% | +6.4% | +10.1% |
| YTD | +2.0% | +2.8% | -0.8% | +5.9% |
| 1Y | -4.3% | +3.3% | -7.6% | +0.3% |
| 3Y | +25.9% | +13.5% | +12.4% | +50.0% |
| 5Y | +5.8% | +19.8% | -14.0% | +36.8% |
| All | +254.2% | +25.6% | +228.7% | +338.4% |
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