-21.4%
NOW vs DLR
+19.9%
-41.3%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DLR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.3% | -3.3% | -2.9% |
| 7D | -2.4% | +1.6% | -4.0% | -2.3% |
| 30D | +20.5% | -3.4% | +23.9% | +20.1% |
| 3M | +18.3% | +0.5% | +17.8% | +17.4% |
| 6M | +24.1% | +4.6% | +19.5% | +23.2% |
| YTD | -7.8% | +23.4% | -31.2% | -8.6% |
| 1Y | -21.4% | +19.0% | -40.4% | -19.1% |
| All | -21.4% | +19.9% | -41.3% | -19.1% |
Cumulative growth
Daily Returns
Daily percentage return beside DLR.
Daily Out/Under-Performance
Portfolio return minus DLR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DLR 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 1y: compounded portfolio wealth divided by compounded DLR 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…
1y analysis · Full analysis span regression · 6 months rolling