+53.8%
DLR vs AMC
-58.9%
+112.7%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.8% | -1.3% | +0.4% |
| 7D | +0.3% | +5.5% | -5.1% | +0.1% |
| 30D | +1.2% | +16.1% | -14.9% | +0.6% |
| 3M | -4.8% | +43.0% | -47.8% | -6.2% |
| 6M | -6.1% | +130.7% | -136.8% | -9.9% |
| YTD | +19.3% | +121.8% | -102.5% | +14.3% |
| 1Y | +10.0% | +40.7% | -30.7% | +6.9% |
| 3Y | +53.8% | -56.8% | +110.6% | +55.0% |
| All | +53.8% | -58.9% | +112.7% | +55.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 3y: compounded portfolio wealth divided by compounded AMC 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…
3y analysis · Full analysis span regression · 6 months rolling