+41.5%
DLR vs BBY
-1.6%
+43.1%
-48.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.1% | -2.0% | -2.0% |
| 7D | -1.3% | +0.7% | -2.0% | -1.4% |
| 30D | -2.9% | +5.8% | -8.6% | -4.2% |
| 3M | +3.2% | +18.0% | -14.8% | -0.7% |
| 6M | +3.9% | +39.8% | -36.0% | -4.3% |
| YTD | +21.4% | +35.4% | -14.0% | +12.4% |
| 1Y | +9.7% | +21.4% | -11.7% | +3.7% |
| 3Y | +56.5% | +39.5% | +17.0% | +36.3% |
| 5Y | +41.5% | -0.5% | +42.0% | +22.9% |
| All | +41.5% | -1.6% | +43.1% | +22.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BBY.
Daily Out/Under-Performance
Portfolio return minus BBY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBY 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 5y: compounded portfolio wealth divided by compounded BBY 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…
5y analysis · Full analysis span regression · 6 months rolling