+358.3%
SE vs BIL
+25.4%
+332.9%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | 0.0% | +0.7% | +0.7% |
| 7D | -1.5% | +0.1% | -1.5% | -1.6% |
| 30D | -22.3% | +0.3% | -22.6% | -22.9% |
| 3M | -41.8% | +0.9% | -42.8% | -43.2% |
| 6M | -22.4% | +1.8% | -24.2% | -26.0% |
| YTD | -41.6% | +3.1% | -44.7% | -47.2% |
| 1Y | -48.0% | +3.7% | -51.7% | -54.2% |
| 3Y | +63.9% | +13.8% | +50.0% | -27.8% |
| 5Y | -78.2% | +20.2% | -98.4% | -95.8% |
| All | +358.3% | +25.4% | +332.9% | -66.2% |
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