+9.5%
DLR vs AMIX
-90.1%
+99.6%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +11.8% | -8.5% | +3.4% |
| 7D | +2.4% | +1.2% | +1.2% | +2.4% |
| 30D | +0.7% | -45.3% | +46.1% | +0.9% |
| 3M | -6.4% | -83.1% | +76.6% | -6.1% |
| 6M | -6.5% | -76.9% | +70.3% | -4.9% |
| YTD | +18.8% | -85.3% | +104.1% | +21.3% |
| All | +9.5% | -90.1% | +99.6% | +12.3% |
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