+17.1%
DLR vs OPEN
-86.7%
+103.8%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -3.6% | +1.7% | -1.7% |
| 7D | +3.3% | -15.0% | +18.3% | +4.4% |
| 30D | +4.6% | -40.2% | +44.8% | +7.8% |
| 3M | -8.3% | -67.4% | +59.1% | -1.9% |
| 6M | -5.6% | -74.0% | +68.4% | +1.9% |
| YTD | +18.7% | -79.6% | +98.3% | +30.2% |
| 1Y | +17.1% | -86.1% | +103.2% | +31.7% |
| All | +17.1% | -86.7% | +103.8% | +31.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling