+863.5%
DE vs BIL
+25.2%
+838.3%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | 0.0% | -0.5% | -0.5% |
| 7D | -3.0% | +0.1% | -3.1% | -2.8% |
| 30D | +11.1% | +0.3% | +10.9% | +12.3% |
| 3M | +17.6% | +0.9% | +16.7% | +21.6% |
| 6M | +13.6% | +1.8% | +11.8% | +20.8% |
| YTD | +46.3% | +2.5% | +43.8% | +58.4% |
| 1Y | +44.2% | +3.7% | +40.5% | +61.5% |
| 3Y | +76.6% | +14.1% | +62.5% | +148.5% |
| 5Y | +98.2% | +19.4% | +78.8% | +173.7% |
| 10Y | +863.5% | +25.2% | +838.3% | +990.6% |
| All | +863.5% | +25.2% | +838.3% | +990.6% |
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