+53.8%
DLR vs NDAQ
+122.1%
-68.3%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.4% | -1.0% | 0.0% |
| 7D | +0.3% | +2.9% | -2.5% | -0.4% |
| 30D | +1.2% | +17.5% | -16.3% | -3.5% |
| 3M | -4.8% | +15.4% | -20.2% | -8.9% |
| 6M | -6.1% | +24.6% | -30.7% | -12.5% |
| YTD | +19.3% | +14.4% | +4.9% | +14.8% |
| 1Y | +10.0% | +26.9% | -17.0% | +0.6% |
| 3Y | +53.8% | +119.8% | -66.0% | +8.2% |
| All | +53.8% | +122.1% | -68.3% | +8.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling