+3,595.6%
DLR vs PAAS
+304.2%
+3,291.4%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.4% | +2.7% | +0.6% |
| 7D | +1.6% | -2.9% | +4.5% | +1.9% |
| 30D | -3.4% | +6.8% | -10.2% | -4.3% |
| 3M | +0.5% | -2.9% | +3.4% | +0.4% |
| 6M | +4.6% | -16.4% | +21.0% | +6.0% |
| YTD | +23.4% | 0.0% | +23.4% | +21.7% |
| 1Y | +19.0% | +54.3% | -35.3% | +10.7% |
| 3Y | +56.5% | +230.7% | -174.1% | +29.7% |
| 5Y | +33.3% | +111.6% | -78.3% | +14.4% |
| 10Y | +165.1% | +211.7% | -46.6% | +101.7% |
| All | +3,595.6% | +304.2% | +3,291.4% | +2,110.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling