+176.7%
DLR vs NDAQ
+374.8%
-198.1%
-48.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.9% | +0.6% | +0.2% |
| 7D | +2.9% | -1.6% | +4.5% | +3.6% |
| 30D | -1.2% | -1.5% | +0.3% | -0.5% |
| 3M | +2.9% | +8.0% | -5.1% | -1.4% |
| 6M | +6.7% | +7.7% | -1.1% | +1.7% |
| YTD | +23.9% | -2.3% | +26.2% | +23.1% |
| 1Y | +18.6% | +0.6% | +18.1% | +15.8% |
| 3Y | +59.7% | +90.9% | -31.2% | +10.0% |
| 5Y | +42.1% | +52.5% | -10.4% | +8.3% |
| 10Y | +176.7% | +380.3% | -203.6% | +23.7% |
| All | +176.7% | +374.8% | -198.1% | +23.7% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 10y: compounded portfolio wealth divided by compounded NDAQ 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…
10y analysis · Full analysis span regression · 6 months rolling