+3,595.6%
DLR vs IBN
+1,283.4%
+2,312.2%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.7% | +1.0% | +0.5% |
| 7D | +1.6% | +1.4% | +0.2% | +1.2% |
| 30D | -3.4% | -0.3% | -3.0% | -3.3% |
| 3M | +0.5% | +17.1% | -16.6% | -3.7% |
| 6M | +4.6% | +3.4% | +1.2% | +3.5% |
| YTD | +23.4% | +2.5% | +20.9% | +22.3% |
| 1Y | +19.0% | -4.2% | +23.2% | +19.9% |
| 3Y | +56.5% | +32.4% | +24.1% | +43.1% |
| 5Y | +33.3% | +59.2% | -25.9% | +15.0% |
| 10Y | +165.1% | +345.7% | -180.5% | +57.4% |
| All | +3,595.6% | +1,283.4% | +2,312.2% | +1,251.1% |
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