+177.5%
DLR vs URI
+1,313.6%
-1,136.2%
-48.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +6.9% | -3.5% | +2.2% |
| 7D | +2.4% | -4.0% | +6.4% | +3.0% |
| 30D | +0.7% | +6.8% | -6.0% | -0.4% |
| 3M | -6.4% | -2.8% | -3.6% | -6.2% |
| 6M | -6.5% | +20.9% | -27.4% | -9.9% |
| YTD | +18.8% | +40.2% | -21.4% | +10.5% |
| 1Y | +9.0% | +34.1% | -25.0% | +2.2% |
| 3Y | +54.5% | +164.1% | -109.6% | +27.0% |
| 5Y | +35.8% | +199.3% | -163.5% | +7.3% |
| 10Y | +177.5% | +1,218.8% | -1,041.4% | +91.8% |
| All | +177.5% | +1,313.6% | -1,136.2% | +91.8% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI 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 10y: compounded portfolio wealth divided by compounded URI 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…
10y analysis · Full analysis span regression · 6 months rolling