+882.6%
DLR vs MSCI
+2,756.4%
-1,873.8%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +2.4% |
| 6M | +4.6% | +0.8% | +3.7% | +2.8% |
| YTD | +23.4% | +1.0% | +22.4% | +20.5% |
| 1Y | +19.0% | +4.3% | +14.7% | +14.2% |
| 3Y | +56.5% | +9.9% | +46.6% | +44.1% |
| 5Y | +33.3% | -6.8% | +40.1% | +27.2% |
| 10Y | +165.1% | +614.7% | -449.5% | +6.0% |
| All | +882.6% | +2,756.4% | -1,873.8% | +86.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling