+162.4%
DLR vs PAAS
+192.1%
-29.7%
-48.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.5% | -1.7% | -0.4% |
| 7D | -3.6% | +8.4% | -12.0% | -4.4% |
| 30D | -3.5% | -7.2% | +3.7% | -2.8% |
| 3M | -8.9% | -14.0% | +5.1% | -7.7% |
| 6M | -11.6% | -26.8% | +15.2% | -9.2% |
| YTD | +14.9% | -19.8% | +34.7% | +16.0% |
| 1Y | +6.4% | +22.8% | -16.4% | +2.6% |
| 3Y | +47.3% | +183.6% | -136.4% | +27.9% |
| 5Y | +32.8% | +73.8% | -41.0% | +17.9% |
| All | +162.4% | +192.1% | -29.7% | +121.3% |
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