+275.1%
DLR vs RACE
+639.5%
-364.4%
-48.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -2.5% | +3.8% | +2.0% |
| 7D | +5.0% | -4.0% | +9.0% | +6.3% |
| 30D | +3.0% | +3.5% | -0.6% | +2.0% |
| 3M | -6.3% | -0.4% | -5.8% | -6.3% |
| 6M | -4.8% | +23.2% | -27.9% | -11.0% |
| YTD | +21.0% | +11.0% | +10.0% | +16.0% |
| 1Y | +15.1% | -2.2% | +17.4% | +14.6% |
| 3Y | +56.0% | +22.5% | +33.5% | +40.4% |
| 5Y | +39.1% | +63.2% | -24.0% | +12.3% |
| 10Y | +193.3% | +704.3% | -511.0% | +65.8% |
| All | +275.1% | +639.5% | -364.4% | +106.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling