+502.9%
TEAM vs BIL
+25.2%
+477.7%
-87.5%
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 | -4.7% | +0.1% | -4.7% | -4.8% |
| 30D | +17.0% | +0.3% | +16.7% | +16.5% |
| 3M | +85.9% | +0.9% | +85.0% | +84.6% |
| 6M | +116.7% | +1.8% | +114.8% | +117.4% |
| YTD | +9.6% | +2.5% | +7.2% | +10.9% |
| 1Y | -2.5% | +3.7% | -6.2% | -0.8% |
| 3Y | -14.0% | +14.1% | -28.0% | -15.8% |
| 5Y | -53.1% | +19.4% | -72.5% | -61.8% |
| 10Y | +502.9% | +25.2% | +477.7% | +378.5% |
| All | +502.9% | +25.2% | +477.7% | +378.5% |
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