+62.1%
DLR vs OPEN
-71.4%
+133.6%
-48.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.5% | +3.1% | +0.7% |
| 7D | +3.4% | +1.0% | +2.4% | +3.3% |
| 30D | -2.2% | -11.9% | +9.7% | -1.5% |
| 3M | +4.7% | -28.8% | +33.5% | +6.6% |
| 6M | +9.0% | -38.6% | +47.6% | +11.6% |
| YTD | +24.1% | -47.3% | +71.5% | +27.8% |
| 1Y | +20.9% | -49.2% | +70.1% | +21.4% |
| 3Y | +60.0% | -18.8% | +78.8% | +42.0% |
| 5Y | +35.3% | -83.6% | +118.9% | +15.5% |
| All | +62.1% | -71.4% | +133.6% | +35.8% |
Cumulative growth
Daily Returns
Daily percentage return beside OPEN.
Daily Out/Under-Performance
Portfolio return minus OPEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OPEN 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 10y: compounded portfolio wealth divided by compounded OPEN 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…
10y analysis · Full analysis span regression · 6 months rolling