+47.3%
DLR vs PAAS
+182.2%
-134.9%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.5% | -1.7% | -0.5% |
| 7D | -3.6% | +8.4% | -12.0% | -4.6% |
| 30D | -3.5% | -7.2% | +3.7% | -2.6% |
| 3M | -8.9% | -14.0% | +5.1% | -7.5% |
| 6M | -11.6% | -26.8% | +15.2% | -8.7% |
| YTD | +14.9% | -19.8% | +34.7% | +16.0% |
| 1Y | +6.4% | +22.8% | -16.4% | +1.2% |
| 3Y | +47.3% | +183.6% | -136.4% | +19.2% |
| All | +47.3% | +182.2% | -134.9% | +19.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling