+42.1%
DLR vs EOG
+179.2%
-137.2%
-48.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EOG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.1% | -1.4% | -0.3% |
| 7D | +2.9% | -1.3% | +4.2% | +3.0% |
| 30D | -1.2% | +3.4% | -4.5% | -1.5% |
| 3M | +2.9% | +7.8% | -4.9% | +2.0% |
| 6M | +6.7% | +13.4% | -6.7% | +4.8% |
| YTD | +23.9% | +43.5% | -19.6% | +18.2% |
| 1Y | +18.6% | +29.7% | -11.0% | +14.6% |
| 3Y | +59.7% | +23.2% | +36.5% | +53.9% |
| 5Y | +42.1% | +176.4% | -134.4% | +36.2% |
| All | +42.1% | +179.2% | -137.2% | +36.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EOG.
Daily Out/Under-Performance
Portfolio return minus EOG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EOG 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 EOG 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