+13.0%
DLR vs AMIX
-92.3%
+105.4%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -3.0% | +5.6% | +2.6% |
| 7D | +2.8% | -25.1% | +28.0% | +2.9% |
| 30D | +2.8% | -54.5% | +57.3% | +3.0% |
| 3M | -4.0% | -91.7% | +87.8% | -3.6% |
| 6M | -5.6% | -79.4% | +73.8% | -3.9% |
| YTD | +21.9% | -86.1% | +108.0% | +24.5% |
| 1Y | +13.0% | -91.6% | +104.6% | +15.9% |
| All | +13.0% | -92.3% | +105.4% | +15.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AMIX.
Daily Out/Under-Performance
Portfolio return minus AMIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMIX 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 AMIX 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