+17.1%
DLR vs ALLE
+15.3%
+1.8%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +1.0% | -2.9% | -2.0% |
| 7D | +3.3% | +3.6% | -0.2% | +3.0% |
| 30D | +4.6% | +25.9% | -21.3% | +2.9% |
| 3M | -8.3% | +15.8% | -24.0% | -9.0% |
| 6M | -5.6% | +48.1% | -53.7% | -9.6% |
| YTD | +18.7% | +22.0% | -3.2% | +16.4% |
| 1Y | +17.1% | +18.0% | -0.9% | +14.9% |
| All | +17.1% | +15.3% | +1.8% | +14.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLE.
Daily Out/Under-Performance
Portfolio return minus ALLE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLE 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 ALLE 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