+3,595.6%
DLR vs EOG
+1,218.2%
+2,377.4%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EOG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.5% | +0.8% | +0.4% |
| 7D | +1.6% | +1.3% | +0.3% | +1.3% |
| 30D | -3.4% | +8.2% | -11.5% | -5.1% |
| 3M | +0.5% | +3.8% | -3.3% | -0.7% |
| 6M | +4.6% | +15.3% | -10.8% | +0.5% |
| YTD | +23.4% | +41.7% | -18.3% | +13.1% |
| 1Y | +19.0% | +23.6% | -4.5% | +12.3% |
| 3Y | +56.5% | +23.3% | +33.2% | +45.8% |
| 5Y | +33.3% | +170.4% | -137.1% | -0.1% |
| 10Y | +165.1% | +125.5% | +39.6% | +81.0% |
| All | +3,595.6% | +1,218.2% | +2,377.4% | +1,317.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling