+261.2%
HL vs BIL
+25.2%
+236.0%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | 0.0% | -4.0% | -3.9% |
| 7D | -5.6% | +0.1% | -5.7% | -5.3% |
| 30D | +12.7% | +0.3% | +12.5% | +14.5% |
| 3M | +42.5% | +0.9% | +41.6% | +49.6% |
| 6M | -9.0% | +1.8% | -10.8% | -0.5% |
| YTD | +4.4% | +2.5% | +1.9% | +17.5% |
| 1Y | +82.7% | +3.7% | +79.0% | +119.0% |
| 3Y | +406.3% | +14.1% | +392.2% | +938.7% |
| 5Y | +238.2% | +19.4% | +218.7% | +748.1% |
| All | +261.2% | +25.2% | +236.0% | +585.5% |
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