+2,024.1%
LLY vs BIL
+25.7%
+1,998.5%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | 0.0% | +1.4% | +1.4% |
| 7D | +1.6% | +0.1% | +1.5% | +1.6% |
| 30D | +21.5% | 0.0% | +21.5% | +21.5% |
| 3M | +16.4% | +0.6% | +15.8% | +15.9% |
| 6M | +51.5% | +1.5% | +50.0% | +49.7% |
| YTD | +33.9% | +2.8% | +31.1% | +31.0% |
| 1Y | +49.1% | +3.3% | +45.8% | +45.5% |
| 3Y | +144.6% | +13.4% | +131.2% | +116.9% |
| 5Y | +466.3% | +19.8% | +446.5% | +341.0% |
| 10Y | +2,024.1% | +25.7% | +1,998.5% | +1,555.5% |
| All | +2,024.1% | +25.7% | +1,998.5% | +1,555.5% |
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