+784.1%
DE vs BIL
+26.1%
+758.0%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | 0.0% | +0.6% | +0.6% |
| 7D | +2.3% | +0.1% | +2.2% | +2.6% |
| 30D | +9.3% | +0.3% | +9.0% | +10.7% |
| 3M | +12.2% | +0.9% | +11.3% | +16.1% |
| 6M | +18.1% | +1.9% | +16.2% | +26.1% |
| YTD | +49.8% | +3.1% | +46.6% | +65.9% |
| 1Y | +46.4% | +3.7% | +42.7% | +64.6% |
| 3Y | +92.5% | +13.8% | +78.7% | +169.7% |
| 5Y | +107.4% | +20.2% | +87.1% | +186.6% |
| 10Y | +784.1% | +26.1% | +757.9% | +830.0% |
| All | +784.1% | +26.1% | +758.0% | +830.0% |
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