+17.1%
DLR vs FND
-24.7%
+41.8%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.2% | +0.3% | -1.6% |
| 7D | +3.3% | -6.8% | +10.2% | +4.2% |
| 30D | +4.6% | +8.0% | -3.4% | +3.7% |
| 3M | -8.3% | -18.9% | +10.7% | -6.2% |
| 6M | -5.6% | +4.7% | -10.3% | -7.8% |
| YTD | +18.7% | -21.6% | +40.3% | +20.0% |
| 1Y | +17.1% | -22.0% | +39.1% | +18.5% |
| All | +17.1% | -24.7% | +41.8% | +18.5% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 FND 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