+3,477.6%
DLR vs BEN
+269.9%
+3,207.7%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | +0.1% | +0.1% |
| 7D | -2.0% | +7.2% | -9.2% | -5.1% |
| 30D | +0.5% | +14.1% | -13.6% | -5.4% |
| 3M | -4.4% | +9.9% | -14.3% | -8.6% |
| 6M | -6.4% | +17.4% | -23.8% | -13.4% |
| YTD | +19.5% | +57.3% | -37.8% | -4.1% |
| 1Y | +10.5% | +66.9% | -56.4% | -13.7% |
| 3Y | +54.0% | +85.7% | -31.7% | +9.9% |
| 5Y | +39.7% | +31.2% | +8.5% | +14.7% |
| 10Y | +189.5% | +61.0% | +128.5% | +85.8% |
| All | +3,477.6% | +269.9% | +3,207.7% | +1,207.5% |
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