+34.2%
DIS vs BIL
+25.6%
+8.6%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | 0.0% | -0.4% | -0.3% |
| 7D | +5.2% | -0.3% | +5.5% | +4.4% |
| 30D | +11.5% | 0.0% | +11.5% | +11.3% |
| 3M | +11.5% | +0.6% | +10.9% | +13.0% |
| 6M | +8.9% | +1.5% | +7.3% | +13.2% |
| YTD | +3.4% | +2.8% | +0.7% | +10.8% |
| 1Y | +7.2% | +3.3% | +3.9% | +16.5% |
| 3Y | +43.3% | +13.5% | +29.8% | +84.5% |
| 5Y | -31.4% | +19.8% | -51.2% | +6.7% |
| All | +34.2% | +25.6% | +8.6% | +85.9% |
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