+67.6%
UBER vs BIL
+22.1%
+45.5%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | 0.0% | +0.8% | +0.9% |
| 7D | +1.6% | +0.1% | +1.5% | +1.7% |
| 30D | +0.6% | +0.3% | +0.2% | +1.2% |
| 3M | -8.2% | +1.0% | -9.1% | -6.5% |
| 6M | -6.7% | +1.9% | -8.6% | -3.0% |
| YTD | -14.7% | +3.2% | -17.9% | -9.5% |
| 1Y | -24.1% | +3.7% | -27.8% | -18.8% |
| 3Y | +33.4% | +13.8% | +19.6% | +65.1% |
| 5Y | +54.5% | +20.3% | +34.2% | +154.9% |
| All | +67.6% | +22.1% | +45.5% | +63.5% |
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