+3,617.4%
DLR vs AU
+285.3%
+3,332.1%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.1% | +1.7% | +0.7% |
| 7D | +3.4% | -0.3% | +3.7% | +3.4% |
| 30D | -2.2% | +12.8% | -15.0% | -3.7% |
| 3M | +4.7% | +28.5% | -23.7% | +1.3% |
| 6M | +9.0% | +4.8% | +4.2% | +7.5% |
| YTD | +24.1% | +31.0% | -6.8% | +18.6% |
| 1Y | +20.9% | +81.4% | -60.5% | +10.8% |
| 3Y | +60.0% | +618.4% | -558.4% | +21.6% |
| 5Y | +35.3% | +686.3% | -651.0% | -0.2% |
| 10Y | +165.8% | +664.5% | -498.8% | +82.4% |
| All | +3,617.4% | +285.3% | +3,332.1% | +2,304.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 all: compounded portfolio wealth divided by compounded AU 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…
all analysis · Full analysis span regression · 6 months rolling