+47.3%
DLR vs OPEN
-35.5%
+82.7%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -21.8% | +21.5% | +0.7% |
| 7D | -3.6% | -22.2% | +18.6% | -2.7% |
| 30D | -3.5% | -38.3% | +34.9% | -1.7% |
| 3M | -8.9% | -59.4% | +50.4% | -5.7% |
| 6M | -11.6% | -74.4% | +62.8% | -6.9% |
| YTD | +14.9% | -76.0% | +90.9% | +20.9% |
| 1Y | +6.4% | -78.7% | +85.1% | +12.2% |
| 3Y | +47.3% | -30.0% | +77.3% | +32.6% |
| All | +47.3% | -35.5% | +82.7% | +32.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling