+108.7%
USB vs BIL
+25.2%
+83.5%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.3% | -0.2% |
| 7D | +1.4% | +0.1% | +1.4% | +1.5% |
| 30D | -1.3% | +0.3% | -1.6% | -1.2% |
| 3M | +15.2% | +0.9% | +14.3% | +15.8% |
| 6M | +18.8% | +1.8% | +17.0% | +20.0% |
| YTD | +21.0% | +2.4% | +18.6% | +22.5% |
| 1Y | +34.0% | +3.7% | +30.3% | +36.4% |
| 3Y | +95.3% | +14.2% | +81.2% | +104.8% |
| 5Y | +40.4% | +19.4% | +21.0% | +49.8% |
| All | +108.7% | +25.2% | +83.5% | +126.9% |
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