+57.9%
DLR vs ACI
+32.8%
+25.1%
-48.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.8% | -1.1% | -1.9% |
| 7D | +3.3% | +2.3% | +1.1% | +3.2% |
| 30D | +4.6% | +1.2% | +3.3% | +4.5% |
| 3M | -8.3% | +6.8% | -15.1% | -8.7% |
| 6M | -5.6% | -18.7% | +13.1% | -4.3% |
| YTD | +18.7% | -20.2% | +38.9% | +20.3% |
| 1Y | +17.1% | -23.7% | +40.8% | +19.2% |
| 3Y | +54.4% | -31.6% | +86.0% | +57.9% |
| 5Y | +36.5% | -42.8% | +79.2% | +40.1% |
| All | +57.9% | +32.8% | +25.1% | +48.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ACI.
Daily Out/Under-Performance
Portfolio return minus ACI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACI 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 ACI 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