+3,340.7%
DLR vs SUI
+986.5%
+2,354.2%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.5% | +1.2% | +0.6% |
| 7D | -3.6% | +6.2% | -9.8% | -7.1% |
| 30D | -3.5% | +8.6% | -12.1% | -8.6% |
| 3M | -8.9% | +1.0% | -9.9% | -10.2% |
| 6M | -11.6% | -2.6% | -9.0% | -11.5% |
| YTD | +14.9% | -0.1% | +15.0% | +13.0% |
| 1Y | +6.4% | +0.5% | +6.0% | +4.3% |
| 3Y | +47.3% | +15.3% | +32.0% | +27.7% |
| 5Y | +32.8% | -26.1% | +59.0% | +49.4% |
| 10Y | +169.6% | +117.8% | +51.7% | +46.1% |
| All | +3,340.7% | +986.5% | +2,354.2% | +421.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling