+31.0%
DIS vs BIL
+26.1%
+5.0%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | 0.0% | -1.2% | -1.2% |
| 7D | +0.9% | +0.1% | +0.8% | +1.0% |
| 30D | +8.9% | +0.3% | +8.6% | +9.7% |
| 3M | +14.5% | +0.9% | +13.6% | +16.9% |
| 6M | +12.2% | +1.8% | +10.4% | +17.1% |
| YTD | +4.7% | +3.1% | +1.6% | +12.6% |
| 1Y | +2.8% | +3.7% | -0.9% | +11.9% |
| 3Y | +38.1% | +13.8% | +24.3% | +73.1% |
| 5Y | -23.6% | +20.2% | -43.8% | +13.8% |
| All | +31.0% | +26.1% | +5.0% | +62.5% |
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