+2,049.9%
LLY vs BIL
+26.1%
+2,023.9%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | 0.0% | +0.3% | +0.3% |
| 7D | +1.4% | +0.1% | +1.3% | +1.3% |
| 30D | +21.5% | +0.3% | +21.2% | +21.3% |
| 3M | +18.5% | +0.9% | +17.5% | +17.7% |
| 6M | +49.1% | +1.9% | +47.3% | +47.2% |
| YTD | +34.4% | +3.1% | +31.2% | +31.4% |
| 1Y | +46.3% | +3.7% | +42.6% | +42.7% |
| 3Y | +145.5% | +13.8% | +131.7% | +119.5% |
| 5Y | +472.7% | +20.2% | +452.4% | +352.8% |
| 10Y | +2,049.9% | +26.1% | +2,023.8% | +1,625.3% |
| All | +2,049.9% | +26.1% | +2,023.9% | +1,625.3% |
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