+104.3%
DAL vs BIL
+26.1%
+78.2%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.4% | -0.4% |
| 7D | -1.1% | +0.1% | -1.2% | -1.2% |
| 30D | +12.8% | +0.3% | +12.5% | +12.3% |
| 3M | -5.3% | +1.0% | -6.2% | -6.3% |
| 6M | +22.4% | +1.9% | +20.5% | +19.9% |
| YTD | +25.6% | +3.2% | +22.4% | +21.5% |
| 1Y | +45.5% | +3.7% | +41.8% | +40.0% |
| 3Y | +161.0% | +13.8% | +147.1% | +115.1% |
| 5Y | +112.2% | +20.3% | +92.0% | +43.4% |
| All | +104.3% | +26.1% | +78.2% | +2.8% |
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