+32.3%
DLR vs PAAS
+48.6%
-16.3%
-48.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.6% | -1.3% | -1.8% |
| 7D | +3.3% | -8.9% | +12.2% | +4.8% |
| 30D | +4.6% | -11.4% | +16.0% | +6.5% |
| 3M | -8.3% | -20.4% | +12.2% | -5.2% |
| 6M | -5.6% | -40.7% | +35.1% | +1.6% |
| YTD | +18.7% | -26.9% | +45.7% | +21.9% |
| 1Y | +17.1% | -3.1% | +20.2% | +14.0% |
| 3Y | +54.4% | +199.3% | -144.9% | +15.2% |
| All | +32.3% | +48.6% | -16.3% | +15.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling