+34.3%
DLR vs MSCI
-6.7%
+41.0%
-48.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.3% | +0.6% | +0.4% |
| 7D | +1.6% | +0.4% | +1.2% | +1.4% |
| 30D | -3.4% | +0.6% | -3.9% | -3.6% |
| 3M | +0.5% | -7.1% | +7.6% | +2.2% |
| 6M | +4.6% | +0.8% | +3.7% | +2.9% |
| YTD | +23.4% | +1.0% | +22.4% | +20.7% |
| 1Y | +19.0% | +4.3% | +14.7% | +14.3% |
| 3Y | +56.5% | +9.9% | +46.6% | +43.9% |
| All | +34.3% | -6.7% | +41.0% | +20.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MSCI.
Daily Out/Under-Performance
Portfolio return minus MSCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSCI 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 5y: compounded portfolio wealth divided by compounded MSCI 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…
5y analysis · Full analysis span regression · 6 months rolling