+1,798.0%
UMC vs BIL
+25.2%
+1,772.7%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | 0.0% | -2.5% | -2.5% |
| 7D | +11.4% | +0.1% | +11.3% | +11.4% |
| 30D | +16.8% | +0.3% | +16.5% | +17.2% |
| 3M | +19.1% | +0.9% | +18.2% | +19.8% |
| 6M | +137.4% | +1.8% | +135.6% | +138.5% |
| YTD | +186.4% | +2.5% | +183.9% | +186.7% |
| 1Y | +229.1% | +3.7% | +225.4% | +229.2% |
| 3Y | +257.9% | +14.1% | +243.8% | +209.7% |
| 5Y | +137.5% | +19.4% | +118.1% | +73.7% |
| All | +1,798.0% | +25.2% | +1,772.7% | +1,449.6% |
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