+3,609.2%
DLR vs MKSI
+1,972.9%
+1,636.3%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.0% | -1.2% | -0.5% |
| 7D | +2.9% | +6.6% | -3.7% | +1.0% |
| 30D | -1.2% | -8.2% | +7.1% | +1.1% |
| 3M | +2.9% | -16.4% | +19.3% | +5.6% |
| 6M | +6.7% | +23.0% | -16.3% | -3.4% |
| YTD | +23.9% | +68.2% | -44.3% | +1.3% |
| 1Y | +18.6% | +148.6% | -129.9% | -14.9% |
| 3Y | +59.7% | +196.0% | -136.3% | +0.5% |
| 5Y | +42.1% | +87.4% | -45.3% | -2.0% |
| 10Y | +176.7% | +523.8% | -347.1% | +0.2% |
| All | +3,609.2% | +1,972.9% | +1,636.3% | +588.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MKSI.
Daily Out/Under-Performance
Portfolio return minus MKSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKSI 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 MKSI 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