+3,617.4%
DLR vs SU
+585.2%
+3,032.3%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.8% | -0.2% | +0.4% |
| 7D | +3.4% | -1.0% | +4.4% | +3.6% |
| 30D | -2.2% | +13.7% | -15.9% | -5.1% |
| 3M | +4.7% | +8.0% | -3.3% | +2.6% |
| 6M | +9.0% | +21.0% | -12.0% | +3.6% |
| YTD | +24.1% | +56.2% | -32.1% | +11.2% |
| 1Y | +20.9% | +72.2% | -51.3% | +5.9% |
| 3Y | +60.0% | +118.1% | -58.1% | +30.7% |
| 5Y | +35.3% | +350.3% | -315.0% | -9.9% |
| 10Y | +165.8% | +248.5% | -82.7% | +69.2% |
| All | +3,617.4% | +585.2% | +3,032.3% | +1,705.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling