+246.2%
DIA vs FE
+113.1%
+133.1%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.7% | -0.4% | -0.9% |
| 7D | +0.1% | +0.6% | -0.6% | -0.1% |
| 30D | -2.1% | -2.1% | +0.1% | -1.4% |
| 3M | +4.2% | +2.6% | +1.5% | +3.2% |
| 6M | +11.9% | -6.8% | +18.7% | +14.1% |
| YTD | +10.8% | +6.9% | +3.9% | +8.0% |
| 1Y | +17.5% | +11.6% | +6.0% | +12.8% |
| 3Y | +59.9% | +47.7% | +12.2% | +37.9% |
| 5Y | +64.1% | +46.2% | +17.9% | +40.7% |
| 10Y | +246.2% | +109.2% | +137.0% | +185.0% |
| All | +246.2% | +113.1% | +133.1% | +185.0% |
Cumulative growth
Daily Returns
Daily percentage return beside FE.
Daily Out/Under-Performance
Portfolio return minus FE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FE 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded FE 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling