+3,595.6%
DLR vs BEN
+250.4%
+3,345.3%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +3.5% | -3.2% | -1.3% |
| 7D | +1.6% | +0.2% | +1.3% | +1.4% |
| 30D | -3.4% | -0.5% | -2.8% | -3.2% |
| 3M | +0.5% | +9.7% | -9.2% | -3.9% |
| 6M | +4.6% | +33.9% | -29.3% | -9.2% |
| YTD | +23.4% | +49.0% | -25.6% | +1.7% |
| 1Y | +19.0% | +42.1% | -23.1% | -0.1% |
| 3Y | +56.5% | +51.9% | +4.7% | +22.7% |
| 5Y | +33.3% | +39.0% | -5.7% | +5.5% |
| 10Y | +165.1% | +57.9% | +107.3% | +69.4% |
| All | +3,595.6% | +250.4% | +3,345.3% | +1,286.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling