+39.7%
DLR vs SUI
-27.1%
+66.8%
-48.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.8% | +1.0% | +0.5% |
| 7D | -2.0% | -2.4% | +0.4% | -0.9% |
| 30D | +0.5% | +3.3% | -2.8% | -1.5% |
| 3M | -4.4% | +0.7% | -5.1% | -5.3% |
| 6M | -6.4% | -4.1% | -2.3% | -5.5% |
| YTD | +19.5% | -1.8% | +21.3% | +18.9% |
| 1Y | +10.5% | -4.1% | +14.6% | +11.3% |
| 3Y | +54.0% | +17.4% | +36.6% | +31.1% |
| 5Y | +39.7% | -27.0% | +66.7% | +60.7% |
| All | +39.7% | -27.1% | +66.8% | +60.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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