+3,617.4%
DLR vs BDX
+552.3%
+3,065.1%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -3.1% | +3.6% | +1.9% |
| 7D | +3.4% | -4.3% | +7.7% | +5.2% |
| 30D | -2.2% | +1.3% | -3.5% | -2.9% |
| 3M | +4.7% | +20.2% | -15.5% | -3.7% |
| 6M | +9.0% | +8.6% | +0.4% | +4.3% |
| YTD | +24.1% | +19.0% | +5.2% | +13.7% |
| 1Y | +20.9% | +21.2% | -0.2% | +9.4% |
| 3Y | +60.0% | -9.7% | +69.7% | +60.3% |
| 5Y | +35.3% | -3.4% | +38.7% | +29.6% |
| 10Y | +165.8% | +53.9% | +111.9% | +90.3% |
| All | +3,617.4% | +552.3% | +3,065.1% | +1,274.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BDX.
Daily Out/Under-Performance
Portfolio return minus BDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BDX 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 BDX 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