+475.6%
DIA vs BIL
+30.4%
+445.2%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | 0.0% | -0.4% | -0.3% |
| 7D | -0.9% | -0.3% | -0.7% | -1.9% |
| 30D | +0.3% | 0.0% | +0.3% | +0.3% |
| 3M | -4.5% | +0.3% | -4.8% | -3.3% |
| 6M | +3.4% | +1.2% | +2.1% | +8.6% |
| YTD | +7.8% | +2.5% | +5.3% | +18.7% |
| 1Y | +10.7% | +3.0% | +7.7% | +24.8% |
| 3Y | +57.5% | +13.2% | +44.4% | +158.5% |
| 5Y | +53.7% | +19.4% | +34.3% | +216.7% |
| 10Y | +247.2% | +25.2% | +222.0% | +781.5% |
| All | +475.6% | +30.4% | +445.2% | +1,393.5% |
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 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