+3,455.1%
DLR vs IBN
+1,476.1%
+1,979.0%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.4% | -2.3% | -2.0% |
| 7D | +3.3% | +1.9% | +1.5% | +2.8% |
| 30D | +4.6% | +22.1% | -17.5% | -1.0% |
| 3M | -8.3% | +17.1% | -25.4% | -12.3% |
| 6M | -5.6% | +35.5% | -41.2% | -13.2% |
| YTD | +18.7% | +16.8% | +1.9% | +13.4% |
| 1Y | +17.1% | +12.4% | +4.7% | +13.0% |
| 3Y | +54.4% | +58.0% | -3.7% | +34.3% |
| 5Y | +36.5% | +73.7% | -37.2% | +15.0% |
| 10Y | +187.7% | +385.6% | -197.9% | +67.6% |
| All | +3,455.1% | +1,476.1% | +1,979.0% | +1,152.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 IBN 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