+176.7%
DLR vs MSI
+593.5%
-416.8%
-48.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.7% | +0.4% | 0.0% |
| 7D | +2.9% | -4.0% | +6.9% | +4.5% |
| 30D | -1.2% | -0.5% | -0.7% | -1.1% |
| 3M | +2.9% | +11.4% | -8.5% | -2.0% |
| 6M | +6.7% | +1.0% | +5.7% | +5.2% |
| YTD | +23.9% | +20.7% | +3.2% | +13.2% |
| 1Y | +18.6% | -2.7% | +21.3% | +18.3% |
| 3Y | +59.7% | +68.2% | -8.5% | +24.4% |
| 5Y | +42.1% | +100.0% | -57.9% | +1.7% |
| 10Y | +176.7% | +596.9% | -420.2% | +29.2% |
| All | +176.7% | +593.5% | -416.8% | +29.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MSI.
Daily Out/Under-Performance
Portfolio return minus MSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSI 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded MSI 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling