+186.9%
DLR vs RACE
+746.6%
-559.7%
-48.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +0.7% | +2.7% | +3.2% |
| 7D | +2.4% | +3.9% | -1.6% | +1.2% |
| 30D | +0.7% | +7.4% | -6.7% | -1.4% |
| 3M | -6.4% | +1.6% | -8.0% | -7.0% |
| 6M | -6.5% | +23.3% | -29.9% | -13.1% |
| YTD | +18.8% | +14.7% | +4.1% | +12.4% |
| 1Y | +9.0% | +2.5% | +6.5% | +6.9% |
| 3Y | +54.5% | +28.0% | +26.5% | +35.4% |
| 5Y | +35.8% | +69.8% | -34.0% | +5.4% |
| All | +186.9% | +746.6% | -559.7% | +48.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 RACE 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