+366.0%
MS vs BIL
+30.4%
+335.6%
-87.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | 0.0% | +0.2% | +0.8% |
| 7D | +1.4% | +0.1% | +1.3% | +2.9% |
| 30D | -0.3% | +0.3% | -0.6% | +5.5% |
| 3M | +0.3% | +0.9% | -0.6% | +17.9% |
| 6M | +31.3% | +1.8% | +29.5% | +79.6% |
| YTD | +24.7% | +2.4% | +22.2% | +89.0% |
| 1Y | +47.9% | +3.7% | +44.2% | +178.0% |
| 3Y | +178.3% | +14.2% | +164.2% | +2,743.4% |
| 5Y | +144.9% | +19.4% | +125.5% | +5,595.9% |
| 10Y | +804.5% | +25.2% | +779.3% | +52,242.7% |
| All | +366.0% | +30.4% | +335.6% | +28,893.1% |
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 1990-01-01 to 2026-09-04: 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…
1990-01-01 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling