+145.3%
DAL vs BIL
+25.2%
+120.0%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | 0.0% | +1.8% | +1.8% |
| 7D | +0.1% | +0.1% | 0.0% | +0.1% |
| 30D | -13.9% | +0.3% | -14.3% | -14.0% |
| 3M | +1.1% | +0.9% | +0.1% | +1.0% |
| 6M | +26.2% | +1.8% | +24.4% | +26.0% |
| YTD | +16.4% | +2.4% | +14.0% | +16.0% |
| 1Y | +33.9% | +3.7% | +30.1% | +33.2% |
| 3Y | +93.4% | +14.2% | +79.2% | +80.5% |
| 5Y | +106.4% | +19.4% | +86.9% | +70.5% |
| All | +145.3% | +25.2% | +120.0% | +79.0% |
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