+400.9%
DELL vs BIL
+13.4%
+387.5%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | 0.0% | +5.4% | +5.2% |
| 7D | -11.8% | +0.1% | -11.9% | -12.5% |
| 30D | -40.8% | 0.0% | -40.8% | -39.3% |
| 3M | -23.6% | +0.6% | -24.2% | -18.5% |
| 6M | +33.4% | +1.5% | +31.9% | +50.2% |
| YTD | +178.0% | +2.8% | +175.2% | +227.4% |
| 1Y | +138.6% | +3.3% | +135.2% | +192.4% |
| 3Y | +400.9% | +13.4% | +387.5% | +127.3% |
| All | +400.9% | +13.4% | +387.5% | +127.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling