+67.8%
DLR vs NVD
-99.2%
+166.9%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.9% | -2.1% | 0.0% |
| 7D | +2.9% | +0.5% | +2.4% | +3.0% |
| 30D | -1.2% | -9.3% | +8.1% | -1.8% |
| 3M | +2.9% | -22.1% | +25.0% | +1.3% |
| 6M | +6.7% | -45.8% | +52.5% | +1.8% |
| YTD | +23.9% | -46.7% | +70.6% | +18.7% |
| 1Y | +18.6% | -59.5% | +78.1% | +11.5% |
| 3Y | +59.7% | -99.2% | +158.8% | +8.4% |
| All | +67.8% | -99.2% | +166.9% | +13.9% |
Cumulative growth
Daily Returns
Daily percentage return beside NVD.
Daily Out/Under-Performance
Portfolio return minus NVD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVD 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 NVD 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