+54.4%
DLR vs BIL
+13.8%
+40.5%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | 0.0% | -1.9% | -2.0% |
| 7D | +3.3% | +0.1% | +3.2% | +3.0% |
| 30D | +4.6% | +0.3% | +4.2% | +3.0% |
| 3M | -8.3% | +1.0% | -9.2% | -11.3% |
| 6M | -5.6% | +1.9% | -7.5% | -10.7% |
| YTD | +18.7% | +3.2% | +15.5% | +6.2% |
| 1Y | +17.1% | +3.7% | +13.4% | +2.2% |
| 3Y | +54.4% | +13.8% | +40.5% | -37.2% |
| All | +54.4% | +13.8% | +40.5% | -37.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling