+91.3%
DLR vs NXT
+181.9%
-90.6%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.1% | -0.5% | +0.5% |
| 7D | +3.4% | +2.9% | +0.5% | +3.2% |
| 30D | -2.2% | -17.2% | +15.0% | -0.7% |
| 3M | +4.7% | -32.0% | +36.7% | +7.7% |
| 6M | +9.0% | -15.8% | +24.8% | +9.3% |
| YTD | +24.1% | -1.9% | +26.0% | +22.4% |
| 1Y | +20.9% | +22.5% | -1.5% | +16.4% |
| 3Y | +60.0% | +100.5% | -40.5% | +42.1% |
| All | +91.3% | +181.9% | -90.6% | +66.4% |
Cumulative growth
Daily Returns
Daily percentage return beside NXT.
Daily Out/Under-Performance
Portfolio return minus NXT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NXT 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 5y: compounded portfolio wealth divided by compounded NXT 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…
5y analysis · Full analysis span regression · 6 months rolling