+3,855.6%
LLY vs BIL
+30.3%
+3,825.3%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | 0.0% | -3.8% | -3.7% |
| 7D | -0.7% | -0.3% | -0.4% | -1.7% |
| 30D | +17.9% | 0.0% | +17.9% | +17.8% |
| 3M | +16.8% | +0.3% | +16.5% | +18.4% |
| 6M | +38.4% | +1.2% | +37.2% | +45.6% |
| YTD | +27.6% | +2.4% | +25.2% | +41.2% |
| 1Y | +48.3% | +3.0% | +45.3% | +68.4% |
| 3Y | +145.4% | +13.1% | +132.2% | +320.4% |
| 5Y | +438.9% | +19.4% | +419.5% | +1,083.6% |
| 10Y | +2,101.6% | +25.2% | +2,076.5% | +6,050.0% |
| All | +3,855.6% | +30.3% | +3,825.3% | +10,795.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling