+13.0%
DLR vs BEN
+56.2%
-43.2%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +4.7% | -2.1% | +1.2% |
| 7D | +2.8% | +6.7% | -3.9% | +0.9% |
| 30D | +2.8% | +3.0% | -0.2% | +1.8% |
| 3M | -4.0% | -4.3% | +0.4% | -3.1% |
| 6M | -5.6% | +16.4% | -22.0% | -9.2% |
| YTD | +21.9% | +46.8% | -24.8% | +9.5% |
| 1Y | +13.0% | +57.3% | -44.3% | -0.4% |
| All | +13.0% | +56.2% | -43.2% | -0.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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