+4,681.2%
DELL vs BIL
+25.3%
+4,656.0%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | 0.0% | +1.5% | +1.5% |
| 7D | +14.9% | +0.1% | +14.8% | +15.0% |
| 30D | +13.3% | +0.3% | +13.0% | +13.7% |
| 3M | +24.4% | +0.9% | +23.4% | +25.4% |
| 6M | +258.0% | +1.8% | +256.2% | +265.0% |
| YTD | +320.2% | +2.4% | +317.7% | +333.4% |
| 1Y | +319.1% | +3.7% | +315.3% | +345.4% |
| 3Y | +706.5% | +14.2% | +692.4% | +815.9% |
| 5Y | +1,071.9% | +19.4% | +1,052.5% | +1,426.6% |
| 10Y | +4,683.5% | +25.2% | +4,658.3% | +7,240.0% |
| All | +4,681.2% | +25.3% | +4,656.0% | +7,377.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling