+3,595.6%
DLR vs AEIS
+2,732.8%
+862.8%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +2.4% | -2.1% | -0.2% |
| 7D | +1.6% | +3.0% | -1.4% | +0.9% |
| 30D | -3.4% | -14.6% | +11.3% | 0.0% |
| 3M | +0.5% | -12.4% | +12.9% | +1.5% |
| 6M | +4.6% | -15.0% | +19.5% | +5.3% |
| YTD | +23.4% | +34.3% | -10.9% | +11.0% |
| 1Y | +19.0% | +87.4% | -68.3% | -1.9% |
| 3Y | +56.5% | +139.8% | -83.2% | +18.2% |
| 5Y | +33.3% | +220.7% | -187.4% | -7.9% |
| 10Y | +165.1% | +531.6% | -366.5% | +35.9% |
| All | +3,595.6% | +2,732.8% | +862.8% | +877.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 all: compounded portfolio wealth divided by compounded AEIS 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…
all analysis · Full analysis span regression · 6 months rolling