+3,922.7%
DELL vs BIL
+25.2%
+3,897.5%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | 0.0% | -5.4% | -5.3% |
| 7D | -1.9% | +0.1% | -1.9% | -1.9% |
| 30D | +14.9% | +0.3% | +14.6% | +15.1% |
| 3M | +37.2% | +0.9% | +36.3% | +37.8% |
| 6M | +254.0% | +1.8% | +252.2% | +257.6% |
| YTD | +306.1% | +2.5% | +303.7% | +314.0% |
| 1Y | +312.3% | +3.7% | +308.6% | +329.8% |
| 3Y | +654.0% | +14.1% | +639.9% | +694.9% |
| 5Y | +1,055.3% | +19.4% | +1,035.9% | +1,252.0% |
| All | +3,922.7% | +25.2% | +3,897.5% | +5,045.5% |
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 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