+56.9%
DLR vs OPEN
-12.5%
+69.4%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.6% | -0.3% | +0.3% |
| 7D | +1.6% | -4.3% | +5.8% | +1.8% |
| 30D | -3.4% | -16.2% | +12.9% | -2.6% |
| 3M | +0.5% | -36.4% | +36.9% | +2.3% |
| 6M | +4.6% | -35.5% | +40.0% | +6.1% |
| YTD | +23.4% | -46.0% | +69.4% | +25.9% |
| 1Y | +19.0% | -47.1% | +66.2% | +19.2% |
| All | +56.9% | -12.5% | +69.4% | +43.1% |
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