-6.6%
TEAM vs DLR
+9.9%
-16.5%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DLR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +0.4% | -4.5% | -4.0% |
| 7D | -22.2% | +0.3% | -22.6% | -22.2% |
| 30D | -28.1% | +1.2% | -29.3% | -28.0% |
| 3M | -2.2% | -4.8% | +2.6% | -3.0% |
| 6M | +62.2% | -6.1% | +68.4% | +56.8% |
| YTD | -8.4% | +19.3% | -27.7% | -7.4% |
| 1Y | -6.6% | +10.0% | -16.6% | -2.0% |
| All | -6.6% | +9.9% | -16.5% | -2.0% |
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 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