+35.3%
DLR vs BEN
+42.4%
-7.1%
-48.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.2% | +0.8% | +0.7% |
| 7D | +3.4% | +4.7% | -1.3% | +1.6% |
| 30D | -2.2% | +2.6% | -4.8% | -3.2% |
| 3M | +4.7% | +11.5% | -6.8% | +0.4% |
| 6M | +9.0% | +35.3% | -26.3% | -3.1% |
| YTD | +24.1% | +48.6% | -24.5% | +6.0% |
| 1Y | +20.9% | +46.7% | -25.7% | +3.6% |
| 3Y | +60.0% | +57.0% | +3.0% | +29.3% |
| 5Y | +35.3% | +41.8% | -6.5% | +5.8% |
| All | +35.3% | +42.4% | -7.1% | +5.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling