+102.9%
DAL vs BIL
+19.4%
+83.5%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | 0.0% | +2.1% | +2.3% |
| 7D | +8.8% | -0.3% | +9.1% | +7.3% |
| 30D | +5.4% | 0.0% | +5.4% | +4.9% |
| 3M | -4.9% | +0.3% | -5.2% | -3.8% |
| 6M | +19.8% | +1.2% | +18.6% | +27.0% |
| YTD | +27.0% | +2.5% | +24.5% | +42.3% |
| 1Y | +52.5% | +3.0% | +49.4% | +75.5% |
| 3Y | +173.8% | +13.2% | +160.7% | +374.3% |
| All | +102.9% | +19.4% | +83.5% | +366.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling