+237.1%
DIA vs BIL
+26.1%
+211.0%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | 0.0% | +0.5% | +0.5% |
| 7D | -1.6% | +0.1% | -1.7% | -1.6% |
| 30D | +1.3% | +0.3% | +0.9% | +1.4% |
| 3M | -2.1% | +0.9% | -3.0% | -1.6% |
| 6M | +6.2% | +1.9% | +4.4% | +7.3% |
| YTD | +10.3% | +3.1% | +7.2% | +12.0% |
| 1Y | +11.0% | +3.7% | +7.3% | +12.9% |
| 3Y | +60.4% | +13.8% | +46.6% | +59.8% |
| 5Y | +59.1% | +20.2% | +38.8% | +54.2% |
| 10Y | +237.1% | +26.1% | +210.9% | +212.5% |
| All | +237.1% | +26.1% | +211.0% | +212.5% |
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