+66.9%
DLR vs SN
+496.6%
-429.7%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | SN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.0% | -0.4% | +0.4% |
| 7D | +3.4% | +0.1% | +3.3% | +3.4% |
| 30D | -2.2% | -5.6% | +3.4% | -1.4% |
| 3M | +4.7% | +48.1% | -43.3% | -2.6% |
| 6M | +9.0% | +57.6% | -48.6% | -0.1% |
| YTD | +24.1% | +56.5% | -32.4% | +13.7% |
| 1Y | +20.9% | +52.6% | -31.6% | +10.9% |
| 3Y | +60.0% | +412.0% | -351.9% | +25.1% |
| All | +66.9% | +496.6% | -429.7% | +32.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SN.
Daily Out/Under-Performance
Portfolio return minus SN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SN 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded SN 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling