+3,595.7%
DLR vs AGI
+1,512.6%
+2,083.1%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.9% | +2.2% | +0.4% |
| 7D | +1.6% | +0.6% | +1.0% | +1.5% |
| 30D | -3.4% | +18.2% | -21.6% | -4.3% |
| 3M | +0.5% | -4.1% | +4.6% | +0.5% |
| 6M | +4.6% | -28.7% | +33.3% | +6.1% |
| YTD | +23.4% | -4.0% | +27.4% | +23.0% |
| 1Y | +19.0% | +17.4% | +1.6% | +17.2% |
| 3Y | +56.5% | +203.0% | -146.5% | +46.0% |
| 5Y | +33.3% | +376.7% | -343.3% | +21.1% |
| 10Y | +165.1% | +407.5% | -242.3% | +134.6% |
| All | +3,595.7% | +1,512.6% | +2,083.1% | +2,940.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AGI.
Daily Out/Under-Performance
Portfolio return minus AGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGI 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 AGI 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