+41.5%
DLR vs UUUU
+111.0%
-69.5%
-48.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -6.3% | +4.4% | -1.4% |
| 7D | -1.3% | -5.0% | +3.7% | -0.8% |
| 30D | -2.9% | -7.8% | +4.9% | -2.3% |
| 3M | +3.2% | -0.4% | +3.7% | +2.7% |
| 6M | +3.9% | -32.9% | +36.8% | +6.5% |
| YTD | +21.4% | -6.3% | +27.7% | +18.9% |
| 1Y | +9.7% | +7.9% | +1.8% | +3.8% |
| 3Y | +56.5% | +85.2% | -28.6% | +32.7% |
| 5Y | +41.5% | +97.0% | -55.5% | +16.1% |
| All | +41.5% | +111.0% | -69.5% | +16.1% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 5y: compounded portfolio wealth divided by compounded UUUU 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…
5y analysis · Full analysis span regression · 6 months rolling