+1,362.4%
MU vs BIL
+14.1%
+1,348.3%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | 0.0% | +6.1% | +6.5% |
| 7D | +9.0% | +0.1% | +8.9% | +10.3% |
| 30D | +13.8% | +0.3% | +13.5% | +19.1% |
| 3M | +2.1% | +0.9% | +1.1% | +14.0% |
| 6M | +153.8% | +1.8% | +152.0% | +195.2% |
| YTD | +256.4% | +2.4% | +253.9% | +325.9% |
| 1Y | +719.8% | +3.7% | +716.0% | +991.7% |
| All | +1,362.4% | +14.1% | +1,348.3% | +2,359.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling