+44.6%
DLR vs SU
+348.9%
-304.3%
-48.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.1% | +1.9% | +1.7% |
| 7D | +0.1% | +2.2% | -2.1% | -0.2% |
| 30D | -4.3% | +8.4% | -12.7% | -5.3% |
| 3M | +3.8% | +12.1% | -8.3% | +2.2% |
| 6M | +5.8% | +19.7% | -13.8% | +2.7% |
| YTD | +23.5% | +58.4% | -34.9% | +15.0% |
| 1Y | +11.1% | +67.2% | -56.2% | +2.5% |
| 3Y | +57.9% | +125.0% | -67.2% | +38.8% |
| All | +44.6% | +348.9% | -304.3% | +29.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 SU 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