+189.5%
DLR vs URI
+1,243.8%
-1,054.2%
-48.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +4.2% | -4.0% | -0.6% |
| 7D | -2.0% | +2.4% | -4.4% | -2.4% |
| 30D | +0.5% | +8.9% | -8.3% | -1.0% |
| 3M | -4.4% | +0.8% | -5.2% | -4.8% |
| 6M | -6.4% | +23.1% | -29.6% | -10.1% |
| YTD | +19.5% | +43.1% | -23.6% | +10.7% |
| 1Y | +10.5% | +35.7% | -25.2% | +3.3% |
| 3Y | +54.0% | +158.2% | -104.2% | +27.0% |
| 5Y | +39.7% | +212.6% | -172.9% | +9.7% |
| 10Y | +189.5% | +1,210.8% | -1,021.2% | +98.9% |
| All | +189.5% | +1,243.8% | -1,054.2% | +98.9% |
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