+3,523.8%
DLR vs BEN
+265.5%
+3,258.4%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.2% | +2.5% | +1.8% |
| 7D | +5.0% | +11.3% | -6.3% | -0.1% |
| 30D | +3.0% | +15.0% | -12.0% | -3.4% |
| 3M | -6.3% | +7.8% | -14.1% | -9.6% |
| 6M | -4.8% | +15.5% | -20.3% | -11.2% |
| YTD | +21.0% | +55.4% | -34.4% | -2.3% |
| 1Y | +15.1% | +63.3% | -48.1% | -9.1% |
| 3Y | +56.0% | +83.4% | -27.4% | +11.9% |
| 5Y | +39.1% | +28.1% | +11.0% | +15.5% |
| 10Y | +193.3% | +59.1% | +134.2% | +89.2% |
| All | +3,523.8% | +265.5% | +3,258.4% | +1,231.5% |
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