+240.0%
SPOT vs BIL
+14.1%
+225.9%
-46.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | 0.0% | -2.6% | -2.5% |
| 7D | -2.9% | +0.1% | -2.9% | -2.8% |
| 30D | +8.3% | +0.3% | +8.0% | +8.3% |
| 3M | +5.1% | +0.9% | +4.2% | +5.0% |
| 6M | -6.5% | +1.8% | -8.3% | -6.3% |
| YTD | -9.0% | +2.5% | -11.4% | -7.2% |
| 1Y | -26.4% | +3.7% | -30.1% | -19.2% |
| 3Y | +240.0% | +14.1% | +225.9% | +1,556.2% |
| All | +240.0% | +14.1% | +225.9% | +1,556.2% |
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 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