+125.6%
DAL vs BIL
+25.7%
+100.0%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | 0.0% | +0.4% | +0.4% |
| 7D | +10.7% | +0.1% | +10.6% | +10.8% |
| 30D | +12.5% | 0.0% | +12.5% | +12.0% |
| 3M | +3.6% | +0.6% | +3.0% | +2.5% |
| 6M | +26.7% | +1.5% | +25.2% | +24.2% |
| YTD | +34.3% | +2.8% | +31.5% | +29.8% |
| 1Y | +59.1% | +3.3% | +55.8% | +52.9% |
| 3Y | +179.9% | +13.4% | +166.5% | +128.9% |
| 5Y | +119.1% | +19.8% | +99.3% | +46.0% |
| 10Y | +125.6% | +25.7% | +100.0% | +11.6% |
| All | +125.6% | +25.7% | +100.0% | +11.6% |
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