+1,006.2%
TER vs BIL
+25.7%
+980.6%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | 0.0% | -0.3% | -0.3% |
| 7D | -8.9% | +0.1% | -9.0% | -9.0% |
| 30D | -39.1% | 0.0% | -39.0% | -38.8% |
| 3M | -32.8% | +0.6% | -33.4% | -31.9% |
| 6M | -31.7% | +1.5% | -33.3% | -30.7% |
| YTD | +26.9% | +2.8% | +24.1% | +27.1% |
| 1Y | +33.6% | +3.3% | +30.2% | +33.1% |
| 3Y | +181.5% | +13.4% | +168.1% | +135.9% |
| 5Y | +76.1% | +19.8% | +56.3% | +28.1% |
| 10Y | +1,006.2% | +25.7% | +980.6% | +797.0% |
| All | +1,006.2% | +25.7% | +980.6% | +797.0% |
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 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