+12.8%
TEAM vs DLR
+19.9%
-7.1%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DLR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.3% | -2.9% | -2.6% |
| 7D | -0.4% | +1.6% | -2.0% | -0.3% |
| 30D | +67.3% | -3.4% | +70.7% | +66.6% |
| 3M | +86.8% | +0.5% | +86.3% | +84.8% |
| 6M | +146.8% | +4.6% | +142.3% | +144.7% |
| YTD | +16.9% | +23.4% | -6.5% | +16.4% |
| 1Y | +12.8% | +19.0% | -6.2% | +14.8% |
| All | +12.8% | +19.9% | -7.1% | +14.8% |
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