+523.3%
ON vs BIL
+26.1%
+497.2%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | 0.0% | -3.7% | -3.4% |
| 7D | +12.2% | +0.1% | +12.2% | +12.7% |
| 30D | -3.1% | +0.3% | -3.5% | -1.1% |
| 3M | -12.9% | +1.0% | -13.8% | -7.4% |
| 6M | -38.6% | +1.9% | -40.5% | -30.7% |
| YTD | +31.2% | +3.2% | +28.1% | +58.5% |
| 1Y | +47.6% | +3.7% | +43.9% | +83.6% |
| 3Y | +6.6% | +13.8% | -7.2% | +84.7% |
| 5Y | +21.3% | +20.3% | +1.0% | +113.0% |
| All | +523.3% | +26.1% | +497.2% | +1,127.0% |
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