+181.2%
DLR vs SPXU
-99.5%
+280.7%
-48.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +1.2% | -3.1% | -1.6% |
| 7D | +3.3% | -7.6% | +10.9% | +1.3% |
| 30D | +4.6% | +5.3% | -0.7% | +6.8% |
| 3M | -8.3% | +9.6% | -17.9% | -5.0% |
| 6M | -5.6% | -4.5% | -1.1% | -5.2% |
| YTD | +18.7% | -25.9% | +44.6% | +12.5% |
| 1Y | +17.1% | -28.9% | +46.0% | +10.0% |
| 3Y | +54.4% | -80.5% | +134.8% | +10.8% |
| 5Y | +36.5% | -83.4% | +119.9% | +5.4% |
| All | +181.2% | -99.5% | +280.7% | +6.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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