+504.6%
NOW vs DLR
+174.9%
+329.7%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DLR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +3.4% | -2.6% | -0.7% |
| 7D | -3.1% | +2.4% | -5.4% | -4.0% |
| 30D | -27.0% | +0.7% | -27.8% | -27.6% |
| 3M | -17.7% | -6.4% | -11.3% | -16.1% |
| 6M | +12.7% | -6.5% | +19.2% | +13.8% |
| YTD | -32.9% | +18.8% | -51.7% | -40.5% |
| 1Y | -40.4% | +9.0% | -49.4% | -44.9% |
| 3Y | -17.1% | +54.5% | -71.6% | -38.0% |
| 5Y | -25.7% | +35.8% | -61.5% | -41.6% |
| 10Y | +504.6% | +177.5% | +327.1% | +238.0% |
| All | +504.6% | +174.9% | +329.7% | +238.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling