+548.7%
XLI vs BIL
+30.4%
+518.3%
-62.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | 0.0% | -0.5% | -0.4% |
| 7D | +1.0% | +0.1% | +0.9% | +1.3% |
| 30D | -5.8% | +0.3% | -6.1% | -4.8% |
| 3M | +0.7% | +0.9% | -0.2% | +4.0% |
| 6M | +3.2% | +1.8% | +1.4% | +10.1% |
| YTD | +13.0% | +2.5% | +10.6% | +23.3% |
| 1Y | +16.8% | +3.7% | +13.1% | +33.1% |
| 3Y | +72.4% | +14.1% | +58.3% | +178.7% |
| 5Y | +82.8% | +19.4% | +63.3% | +251.9% |
| 10Y | +252.4% | +25.3% | +227.2% | +722.0% |
| All | +548.7% | +30.4% | +518.3% | +1,422.2% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling