+42.1%
DLR vs SPXU
-85.9%
+127.9%
-48.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.4% | -1.6% | +0.2% |
| 7D | +2.9% | +1.3% | +1.6% | +3.3% |
| 30D | -1.2% | +5.1% | -6.3% | +0.4% |
| 3M | +2.9% | -9.1% | +12.1% | +0.6% |
| 6M | +6.7% | -29.6% | +36.3% | -2.7% |
| YTD | +23.9% | -27.7% | +51.6% | +14.4% |
| 1Y | +18.6% | -37.0% | +55.6% | +5.8% |
| 3Y | +59.7% | -80.2% | +139.8% | +9.0% |
| 5Y | +42.1% | -86.0% | +128.1% | -3.0% |
| All | +42.1% | -85.9% | +127.9% | -3.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling