+9.7%
DLR vs SPXU
-34.8%
+44.5%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +1.8% | -3.8% | -1.5% |
| 7D | -1.3% | +6.4% | -7.6% | +0.3% |
| 30D | -2.9% | +5.9% | -8.8% | -1.3% |
| 3M | +3.2% | -11.7% | +14.9% | +0.3% |
| 6M | +3.9% | -28.7% | +32.6% | -4.0% |
| YTD | +21.4% | -26.4% | +47.8% | +13.4% |
| 1Y | +9.7% | -35.2% | +44.9% | -1.3% |
| All | +9.7% | -34.8% | +44.5% | -1.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling