+34.3%
DLR vs SUI
-32.0%
+66.3%
-48.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.3% | +0.7% | +0.5% |
| 7D | +1.6% | -2.8% | +4.4% | +3.0% |
| 30D | -3.4% | -1.2% | -2.2% | -2.9% |
| 3M | +0.5% | -1.7% | +2.2% | +0.8% |
| 6M | +4.6% | -10.5% | +15.0% | +9.9% |
| YTD | +23.4% | -1.8% | +25.3% | +23.5% |
| 1Y | +19.0% | -4.1% | +23.1% | +20.3% |
| 3Y | +56.5% | +11.3% | +45.3% | +38.7% |
| All | +34.3% | -32.0% | +66.3% | +61.7% |
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