-14.6%
TEAM vs DLR
+57.6%
-72.2%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DLR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | +0.6% | -7.5% | -7.1% |
| 7D | -5.7% | +3.4% | -9.1% | -6.7% |
| 30D | +18.3% | -2.2% | +20.6% | +19.0% |
| 3M | +80.2% | +4.7% | +75.5% | +76.2% |
| 6M | +111.0% | +9.0% | +102.0% | +101.1% |
| YTD | +8.8% | +24.1% | -15.3% | -3.0% |
| 1Y | +2.2% | +20.9% | -18.8% | -8.4% |
| 3Y | -14.6% | +60.0% | -74.6% | -33.6% |
| All | -14.6% | +57.6% | -72.2% | -33.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling