-2.5%
TEAM vs DLR
+20.8%
-23.4%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DLR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.2% | +1.0% | +0.7% |
| 7D | -4.7% | +2.9% | -7.6% | -4.3% |
| 30D | +17.0% | -1.2% | +18.2% | +16.8% |
| 3M | +85.9% | +2.9% | +83.0% | +85.3% |
| 6M | +116.7% | +6.7% | +110.0% | +115.8% |
| YTD | +9.6% | +23.9% | -14.2% | +10.1% |
| 1Y | -2.5% | +18.6% | -21.2% | +0.1% |
| All | -2.5% | +20.8% | -23.4% | +0.1% |
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