+2,043.2%
LLY vs BIL
+25.2%
+2,018.0%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | 0.0% | -0.8% | -0.8% |
| 7D | -4.5% | -0.3% | -4.2% | -4.3% |
| 30D | +13.9% | 0.0% | +13.9% | +14.0% |
| 3M | +13.8% | +0.3% | +13.4% | +13.8% |
| 6M | +37.6% | +1.2% | +36.4% | +37.2% |
| YTD | +26.6% | +2.5% | +24.1% | +25.7% |
| 1Y | +45.3% | +3.0% | +42.3% | +44.4% |
| 3Y | +132.2% | +13.2% | +119.1% | +121.0% |
| 5Y | +434.7% | +19.4% | +415.2% | +368.4% |
| All | +2,043.2% | +25.2% | +2,018.0% | +1,997.8% |
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