+631.8%
TEAM vs BIL
+25.4%
+606.4%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.2% | 0.0% | -16.2% | -16.1% |
| 7D | -19.8% | -0.3% | -19.6% | -20.0% |
| 30D | -21.5% | 0.0% | -21.5% | -21.3% |
| 3M | +39.5% | +0.3% | +39.2% | +39.3% |
| 6M | +73.1% | +1.2% | +71.8% | +74.8% |
| YTD | -5.2% | +2.5% | -7.7% | -1.2% |
| 1Y | -1.6% | +3.0% | -4.6% | +3.7% |
| 3Y | -11.4% | +13.2% | -24.6% | +4.2% |
| 5Y | -65.1% | +19.4% | -84.5% | -61.4% |
| 10Y | +471.3% | +25.2% | +446.1% | +628.0% |
| All | +631.8% | +25.4% | +606.4% | +845.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling