+553.1%
MA vs BIL
+25.6%
+527.5%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | 0.0% | -0.5% | -0.4% |
| 7D | +2.3% | -0.3% | +2.6% | +1.9% |
| 30D | +14.7% | 0.0% | +14.7% | +14.3% |
| 3M | +13.5% | +0.6% | +12.9% | +13.6% |
| 6M | +33.1% | +1.5% | +31.6% | +34.3% |
| YTD | +15.1% | +2.8% | +12.3% | +17.4% |
| 1Y | +18.7% | +3.3% | +15.4% | +21.7% |
| 3Y | +72.1% | +13.5% | +58.6% | +76.2% |
| 5Y | +92.8% | +19.8% | +73.0% | +88.1% |
| All | +553.1% | +25.6% | +527.5% | +532.5% |
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