+3,676.0%
STX vs BIL
+25.3%
+3,650.8%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | 0.0% | +6.5% | +6.5% |
| 7D | +10.7% | +0.1% | +10.7% | +10.8% |
| 30D | +11.3% | +0.3% | +11.0% | +11.5% |
| 3M | +3.2% | +0.9% | +2.3% | +3.4% |
| 6M | +157.0% | +1.8% | +155.2% | +155.1% |
| YTD | +229.2% | +2.5% | +226.8% | +224.0% |
| 1Y | +381.8% | +3.7% | +378.2% | +369.5% |
| 3Y | +1,383.2% | +14.1% | +1,369.1% | +1,299.9% |
| 5Y | +1,144.9% | +19.4% | +1,125.5% | +1,118.5% |
| 10Y | +3,676.0% | +25.3% | +3,650.8% | +4,474.8% |
| All | +3,676.0% | +25.3% | +3,650.8% | +4,474.8% |
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