+10.9%
DLO vs SPY
+18.1%
-7.2%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.9% | -1.3% | -1.9% |
| 7D | -4.3% | -0.8% | -3.5% | -2.9% |
| 30D | +4.1% | -1.1% | +5.1% | +6.2% |
| 3M | +20.4% | +3.9% | +16.6% | +12.3% |
| 6M | +25.8% | +13.6% | +12.2% | 0.0% |
| YTD | +6.9% | +12.7% | -5.8% | -12.6% |
| 1Y | +10.9% | +17.5% | -6.6% | -13.1% |
| All | +10.9% | +18.1% | -7.2% | -13.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 1y: compounded portfolio wealth divided by compounded SPY 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…
1y analysis · Full analysis span regression · 6 months rolling