+346.9%
DELL vs BIL
+3.7%
+343.2%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | 0.0% | +0.3% | +0.3% |
| 7D | +8.7% | +0.1% | +8.7% | +8.6% |
| 30D | +16.9% | +0.3% | +16.6% | +16.4% |
| 3M | +40.4% | +0.9% | +39.5% | +31.6% |
| 6M | +267.1% | +1.8% | +265.3% | +188.4% |
| YTD | +329.1% | +2.5% | +326.6% | +197.6% |
| 1Y | +346.9% | +3.7% | +343.2% | +288.2% |
| All | +346.9% | +3.7% | +343.2% | +288.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling