+15.1%
DLR vs AMIX
-92.5%
+107.6%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -8.4% | +9.7% | +1.3% |
| 7D | +5.0% | -10.9% | +15.9% | +5.1% |
| 30D | +3.0% | -55.0% | +58.0% | +3.2% |
| 3M | -6.3% | -82.0% | +75.8% | -5.9% |
| 6M | -4.8% | -80.4% | +75.7% | -3.0% |
| YTD | +21.0% | -88.3% | +109.3% | +23.6% |
| 1Y | +15.1% | -92.4% | +107.5% | +18.1% |
| All | +15.1% | -92.5% | +107.6% | +18.1% |
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