+21.9%
DIS vs BIL
+25.2%
-3.4%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | 0.0% | -1.8% | -1.6% |
| 7D | -2.6% | +0.1% | -2.7% | -2.4% |
| 30D | +3.5% | +0.3% | +3.2% | +4.3% |
| 3M | +6.8% | +0.9% | +5.9% | +9.6% |
| 6M | +3.0% | +1.8% | +1.2% | +8.3% |
| YTD | -6.7% | +2.4% | -9.2% | -0.2% |
| 1Y | -10.1% | +3.7% | -13.8% | -0.7% |
| 3Y | +33.0% | +14.2% | +18.9% | +81.8% |
| 5Y | -40.0% | +19.4% | -59.4% | -2.9% |
| All | +21.9% | +25.2% | -3.4% | +86.2% |
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