+3,595.6%
DLR vs ALL
+827.5%
+2,768.2%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.3% | +1.7% | +0.9% |
| 7D | +1.6% | 0.0% | +1.5% | +1.6% |
| 30D | -3.4% | -1.5% | -1.9% | -3.0% |
| 3M | +0.5% | +23.6% | -23.1% | -9.6% |
| 6M | +4.6% | +22.3% | -17.8% | -5.9% |
| YTD | +23.4% | +26.5% | -3.1% | +8.8% |
| 1Y | +19.0% | +27.0% | -8.0% | +4.2% |
| 3Y | +56.5% | +149.6% | -93.1% | -4.2% |
| 5Y | +33.3% | +118.1% | -84.8% | -16.1% |
| 10Y | +165.1% | +369.0% | -203.8% | +4.9% |
| All | +3,595.6% | +827.5% | +2,768.2% | +823.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ALL.
Daily Out/Under-Performance
Portfolio return minus ALL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALL 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 ALL 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