+18.6%
DLR vs ACI
-35.6%
+54.3%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.4% | +2.2% | -0.5% |
| 7D | +2.9% | -5.0% | +7.9% | +2.4% |
| 30D | -1.2% | -2.3% | +1.1% | -1.3% |
| 3M | +2.9% | -23.2% | +26.1% | +1.8% |
| 6M | +6.7% | -29.5% | +36.1% | +4.8% |
| YTD | +23.9% | -28.6% | +52.5% | +22.0% |
| 1Y | +18.6% | -34.0% | +52.7% | +13.5% |
| All | +18.6% | -35.6% | +54.3% | +13.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling