+3,617.4%
DLR vs TRI
+426.7%
+3,190.8%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -6.5% | +7.1% | +3.6% |
| 7D | +3.4% | -7.1% | +10.5% | +6.7% |
| 30D | -2.2% | -2.3% | +0.1% | -2.0% |
| 3M | +4.7% | +19.6% | -14.8% | -7.1% |
| 6M | +9.0% | -8.7% | +17.7% | +8.3% |
| YTD | +24.1% | -22.3% | +46.4% | +31.4% |
| 1Y | +20.9% | -40.7% | +61.6% | +48.0% |
| 3Y | +60.0% | -17.8% | +77.8% | +58.7% |
| 5Y | +35.3% | -8.5% | +43.8% | +25.1% |
| 10Y | +165.8% | +192.6% | -26.8% | +20.3% |
| All | +3,617.4% | +426.7% | +3,190.8% | +997.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded TRI 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling