+240.9%
DIA vs BIL
+25.6%
+215.3%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | 0.0% | +2.1% | +2.2% |
| 7D | +0.8% | +0.1% | +0.7% | +0.8% |
| 30D | +1.4% | 0.0% | +1.5% | +1.4% |
| 3M | -2.7% | +0.6% | -3.3% | -2.4% |
| 6M | +6.2% | +1.5% | +4.7% | +7.1% |
| YTD | +10.1% | +2.8% | +7.3% | +11.6% |
| 1Y | +13.0% | +3.3% | +9.7% | +14.8% |
| 3Y | +61.9% | +13.4% | +48.5% | +61.5% |
| 5Y | +57.1% | +19.8% | +37.2% | +52.7% |
| 10Y | +240.9% | +25.6% | +215.2% | +218.8% |
| All | +240.9% | +25.6% | +215.3% | +218.8% |
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