+3,595.6%
DLR vs TRI
+463.3%
+3,132.4%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -5.4% | +5.8% | +2.9% |
| 7D | +1.6% | -0.5% | +2.1% | +1.7% |
| 30D | -3.4% | +7.9% | -11.2% | -7.5% |
| 3M | +0.5% | +24.1% | -23.6% | -12.1% |
| 6M | +4.6% | +3.8% | +0.7% | -2.5% |
| YTD | +23.4% | -16.9% | +40.3% | +26.8% |
| 1Y | +19.0% | -38.4% | +57.4% | +43.8% |
| 3Y | +56.5% | -12.2% | +68.7% | +50.8% |
| 5Y | +33.3% | -1.8% | +35.1% | +19.4% |
| 10Y | +165.1% | +207.6% | -42.5% | +17.7% |
| All | +3,595.6% | +463.3% | +3,132.4% | +959.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling