bigbills

The chart shows the growth of an initial investment of $10,000 in bigbills, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends. The portfolio is rebalanced Every 3 months.

Based on dividend-adjusted daily data since May 13, 2025, bigbills's average daily return is +0.19%, while the average monthly return is +4.17%. At this rate, an investment would double in approximately 1.4 years.

Historically, 67% of months were positive and 33% were negative. The best month was Jun 2025 with a return of +32.2%, while the worst month was Nov 2025 at -22.0%. The longest winning streak lasted 3 consecutive months, and the longest losing streak was 2 months.

On a daily basis, bigbills closed higher 49% of trading days. The best single day was Feb 6, 2026 with a return of +11.9%, while the worst single day was Mar 20, 2026 at -9.2%.

bigbills has an annualized alpha of -11.20%, beta of 2.83, and R² of 0.48 versus S&P 500 Index. Calculated based on daily prices since May 13, 2025.

• This portfolio captured 359.50% of S&P 500 Index gains and 339.30% of its losses — amplifying both gains and losses, but participating more in upside than downside.
• R² of 0.48 means the benchmark explains less than half of this portfolio's behavior — treat beta with caution or consider switching to a more representative benchmark.

bigbills has an expense ratio of 0.09%, which is considered low. Below, you can find the expense ratios of the portfolio's funds side by side and easily compare their relative costs.

There isn't enough data available to calculate the Sharpe ratio for bigbills. This metric is based on the past 12 months of trading data. Please check back later for updated information.

bigbills provided a 1.57% dividend yield over the last twelve months.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the bigbills. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the bigbills was 46.73%, occurring on Mar 30, 2026. The portfolio has not yet recovered.

The current bigbills drawdown is 27.01%.

The chart below shows the rolling one-month volatility.