+18.6%
DLR vs EAT
+39.0%
-20.3%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -3.2% | +3.0% | -0.2% |
| 7D | +2.9% | -6.8% | +9.7% | +3.0% |
| 30D | -1.2% | -5.4% | +4.2% | -1.1% |
| 3M | +2.9% | +42.8% | -39.8% | +2.0% |
| 6M | +6.7% | +56.5% | -49.8% | +5.7% |
| YTD | +23.9% | +50.0% | -26.2% | +22.7% |
| 1Y | +18.6% | +38.3% | -19.6% | +22.8% |
| All | +18.6% | +39.0% | -20.3% | +22.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EAT.
Daily Out/Under-Performance
Portfolio return minus EAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EAT 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 1y: compounded portfolio wealth divided by compounded EAT 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…
1y analysis · Full analysis span regression · 6 months rolling