+203.4%
TGT vs BIL
+25.2%
+178.2%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | 0.0% | -1.1% | -1.1% |
| 7D | -5.0% | +0.1% | -5.1% | -5.1% |
| 30D | +3.0% | +0.3% | +2.8% | +3.0% |
| 3M | +22.6% | +0.9% | +21.7% | +22.5% |
| 6M | +31.2% | +1.8% | +29.4% | +31.3% |
| YTD | +63.7% | +2.5% | +61.2% | +64.4% |
| 1Y | +78.5% | +3.7% | +74.8% | +81.9% |
| 3Y | +40.5% | +14.1% | +26.4% | +49.8% |
| 5Y | -25.6% | +19.4% | -45.0% | -19.0% |
| All | +203.4% | +25.2% | +178.2% | +265.3% |
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