+32.3%
DLR vs RACE
+64.4%
-32.1%
-48.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +1.4% | -3.3% | -2.3% |
| 7D | +3.3% | -1.2% | +4.5% | +3.7% |
| 30D | +4.6% | +6.1% | -1.5% | +2.6% |
| 3M | -8.3% | -0.3% | -8.0% | -8.3% |
| 6M | -5.6% | +23.4% | -29.1% | -12.6% |
| YTD | +18.7% | +12.5% | +6.2% | +12.8% |
| 1Y | +17.1% | -0.5% | +17.6% | +16.0% |
| 3Y | +54.4% | +23.6% | +30.7% | +31.2% |
| All | +32.3% | +64.4% | -32.1% | -9.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling