+165.8%
DLR vs PAAS
+197.3%
-31.6%
-48.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.7% | +1.3% | +0.7% |
| 7D | +3.4% | +2.0% | +1.4% | +3.2% |
| 30D | -2.2% | -0.1% | -2.1% | -2.3% |
| 3M | +4.7% | +8.2% | -3.5% | +3.5% |
| 6M | +9.0% | -13.8% | +22.8% | +10.0% |
| YTD | +24.1% | -0.6% | +24.8% | +22.7% |
| 1Y | +20.9% | +44.0% | -23.1% | +14.4% |
| 3Y | +60.0% | +246.6% | -186.6% | +35.3% |
| 5Y | +35.3% | +116.1% | -80.8% | +17.1% |
| 10Y | +165.8% | +202.7% | -37.0% | +125.5% |
| All | +165.8% | +197.3% | -31.6% | +125.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PAAS.
Daily Out/Under-Performance
Portfolio return minus PAAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAAS 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 PAAS 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