+135.1%
ADI vs DLR
+40.9%
+94.2%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DLR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.2% | +0.7% | +0.6% |
| 7D | +2.6% | +2.9% | -0.3% | +1.4% |
| 30D | -4.6% | -1.2% | -3.5% | -4.2% |
| 3M | -9.5% | +2.9% | -12.4% | -11.1% |
| 6M | +14.8% | +6.7% | +8.2% | +10.9% |
| YTD | +35.8% | +23.9% | +11.9% | +22.8% |
| 1Y | +48.9% | +18.6% | +30.3% | +36.6% |
| 3Y | +115.6% | +59.7% | +55.9% | +70.9% |
| 5Y | +135.1% | +42.1% | +93.0% | +88.5% |
| All | +135.1% | +40.9% | +94.2% | +88.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DLR.
Daily Out/Under-Performance
Portfolio return minus DLR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DLR 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 5y: compounded portfolio wealth divided by compounded DLR 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…
5y analysis · Full analysis span regression · 6 months rolling