+181.2%
DLR vs BEN
+58.7%
+122.4%
-48.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.4% | -2.3% | -2.0% |
| 7D | +3.3% | +6.8% | -3.5% | +1.2% |
| 30D | +4.6% | +18.0% | -13.4% | -0.6% |
| 3M | -8.3% | +7.5% | -15.7% | -10.4% |
| 6M | -5.6% | +14.7% | -20.3% | -9.7% |
| YTD | +18.7% | +56.1% | -37.4% | +2.9% |
| 1Y | +17.1% | +69.6% | -52.5% | -1.0% |
| 3Y | +54.4% | +87.7% | -33.3% | +23.4% |
| 5Y | +36.5% | +28.6% | +7.8% | +18.9% |
| All | +181.2% | +58.7% | +122.4% | +102.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling