+3,595.7%
DLR vs NI
+1,021.5%
+2,574.1%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.6% | +1.0% | +0.7% |
| 7D | +1.6% | +2.0% | -0.4% | +0.4% |
| 30D | -3.4% | -3.5% | +0.2% | -1.3% |
| 3M | +0.5% | -9.1% | +9.6% | +6.0% |
| 6M | +4.6% | -11.8% | +16.4% | +12.1% |
| YTD | +23.4% | +1.1% | +22.3% | +22.1% |
| 1Y | +19.0% | +6.7% | +12.3% | +14.0% |
| 3Y | +56.5% | +71.1% | -14.6% | +12.7% |
| 5Y | +33.3% | +94.3% | -61.0% | -11.3% |
| 10Y | +165.1% | +135.8% | +29.4% | +46.6% |
| All | +3,595.7% | +1,021.5% | +2,574.1% | +542.4% |
Cumulative growth
Daily Returns
Daily percentage return beside NI.
Daily Out/Under-Performance
Portfolio return minus NI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NI 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 NI 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