+3,595.6%
DLR vs SUI
+967.9%
+2,627.7%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.3% | +0.7% | +0.5% |
| 7D | +1.6% | -2.8% | +4.4% | +3.3% |
| 30D | -3.4% | -1.2% | -2.2% | -2.8% |
| 3M | +0.5% | -1.7% | +2.2% | +0.9% |
| 6M | +4.6% | -10.5% | +15.0% | +10.8% |
| YTD | +23.4% | -1.8% | +25.3% | +23.6% |
| 1Y | +19.0% | -4.1% | +23.1% | +20.5% |
| 3Y | +56.5% | +11.3% | +45.3% | +39.3% |
| 5Y | +33.3% | -32.1% | +65.4% | +59.1% |
| 10Y | +165.1% | +110.4% | +54.7% | +48.0% |
| All | +3,595.6% | +967.9% | +2,627.7% | +470.0% |
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