+189.5%
DLR vs NDAQ
+475.0%
-285.5%
-48.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.3% | +0.4% | +0.3% |
| 7D | -2.0% | 0.0% | -2.0% | -2.0% |
| 30D | +0.5% | +16.3% | -15.8% | -6.5% |
| 3M | -4.4% | +15.8% | -20.2% | -11.1% |
| 6M | -6.4% | +24.8% | -31.3% | -16.7% |
| YTD | +19.5% | +14.1% | +5.4% | +10.1% |
| 1Y | +10.5% | +26.5% | -16.0% | -3.6% |
| 3Y | +54.0% | +119.1% | -65.1% | -0.5% |
| 5Y | +39.7% | +70.9% | -31.2% | +1.2% |
| 10Y | +189.5% | +479.7% | -290.2% | +20.8% |
| All | +189.5% | +475.0% | -285.5% | +20.8% |
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