+19.0%
DLR vs AMIX
-81.0%
+100.0%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.9% | +2.2% | +0.3% |
| 7D | +1.6% | -13.7% | +15.3% | +1.6% |
| 30D | -3.4% | -62.1% | +58.7% | -3.2% |
| 3M | +0.5% | -46.2% | +46.7% | +2.9% |
| 6M | +4.6% | -46.4% | +51.0% | +6.6% |
| YTD | +23.4% | -60.3% | +83.7% | +26.4% |
| 1Y | +19.0% | -79.7% | +98.7% | +30.2% |
| All | +19.0% | -81.0% | +100.0% | +30.2% |
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