+426.0%
DAL vs BIL
+30.3%
+395.7%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | 0.0% | -4.4% | -4.3% |
| 7D | +4.6% | -0.3% | +4.8% | +2.5% |
| 30D | +2.3% | 0.0% | +2.3% | +2.2% |
| 3M | -8.1% | +0.3% | -8.4% | -5.8% |
| 6M | +21.4% | +1.2% | +20.2% | +33.4% |
| YTD | +24.3% | +2.4% | +21.9% | +50.2% |
| 1Y | +47.4% | +3.0% | +44.3% | +86.5% |
| 3Y | +164.6% | +13.1% | +151.5% | +611.9% |
| 5Y | +100.2% | +19.4% | +80.8% | +744.2% |
| 10Y | +124.9% | +25.2% | +99.7% | +1,333.1% |
| All | +426.0% | +30.3% | +395.7% | +4,077.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling