+144.9%
TE vs BIL
+3.7%
+141.2%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | 0.0% | -6.7% | -6.4% |
| 7D | +0.9% | +0.1% | +0.8% | +2.7% |
| 30D | -16.3% | +0.3% | -16.6% | -7.5% |
| 3M | -40.8% | +0.9% | -41.7% | -21.1% |
| 6M | -42.6% | +1.8% | -44.4% | -31.7% |
| YTD | -31.4% | +2.5% | -33.9% | -34.1% |
| 1Y | +144.9% | +3.7% | +141.2% | +116.0% |
| All | +144.9% | +3.7% | +141.2% | +116.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling