+3,472.7%
DLR vs NDAQ
+6,187.5%
-2,714.9%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.4% | -1.0% | -0.1% |
| 7D | +0.3% | +2.9% | -2.5% | -0.7% |
| 30D | +1.2% | +17.5% | -16.3% | -5.2% |
| 3M | -4.8% | +15.4% | -20.2% | -10.4% |
| 6M | -6.1% | +24.6% | -30.7% | -14.8% |
| YTD | +19.3% | +14.4% | +4.9% | +11.0% |
| 1Y | +10.0% | +26.9% | -17.0% | -1.9% |
| 3Y | +53.8% | +119.8% | -66.0% | +9.3% |
| 5Y | +39.1% | +70.5% | -31.4% | +8.3% |
| 10Y | +188.1% | +475.8% | -287.7% | +37.5% |
| All | +3,472.7% | +6,187.5% | -2,714.9% | +960.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling