+392.7%
DAL vs BIL
+30.4%
+362.3%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | 0.0% | +1.8% | +2.1% |
| 7D | +0.1% | +0.1% | 0.0% | +0.8% |
| 30D | -13.9% | +0.3% | -14.3% | -11.7% |
| 3M | +1.1% | +0.9% | +0.1% | +8.8% |
| 6M | +26.2% | +1.8% | +24.4% | +45.7% |
| YTD | +16.4% | +2.4% | +14.0% | +40.9% |
| 1Y | +33.9% | +3.7% | +30.1% | +78.8% |
| 3Y | +93.4% | +14.2% | +79.2% | +461.4% |
| 5Y | +106.4% | +19.4% | +86.9% | +770.6% |
| 10Y | +143.0% | +25.2% | +117.8% | +1,454.6% |
| All | +392.7% | +30.4% | +362.3% | +3,818.5% |
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