+2,926.4%
V vs BIL
+26.1%
+2,900.4%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | 0.0% | -1.0% | -0.8% |
| 7D | -1.7% | +0.1% | -1.8% | -1.3% |
| 30D | +2.0% | +0.3% | +1.6% | +3.6% |
| 3M | +17.4% | +0.9% | +16.4% | +22.8% |
| 6M | +17.5% | +1.8% | +15.7% | +28.3% |
| YTD | +7.6% | +2.4% | +5.1% | +20.9% |
| 1Y | +7.7% | +3.7% | +4.0% | +28.5% |
| 3Y | +54.7% | +14.2% | +40.5% | +193.1% |
| 5Y | +73.0% | +19.4% | +53.6% | +311.8% |
| 10Y | +390.9% | +25.2% | +365.6% | +1,408.4% |
| All | +2,926.4% | +26.1% | +2,900.4% | +9,264.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling