+802.8%
TEAM vs DLR
+280.8%
+521.9%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DLR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.3% | -2.9% | -2.8% |
| 7D | -0.4% | +1.6% | -2.0% | -1.1% |
| 30D | +67.3% | -3.4% | +70.7% | +69.6% |
| 3M | +86.8% | +0.5% | +86.3% | +84.9% |
| 6M | +146.8% | +4.6% | +142.3% | +137.8% |
| YTD | +16.9% | +23.4% | -6.5% | +3.2% |
| 1Y | +12.8% | +19.0% | -6.2% | +0.7% |
| 3Y | -7.3% | +56.5% | -63.8% | -28.9% |
| 5Y | -50.7% | +33.3% | -84.0% | -60.5% |
| 10Y | +529.8% | +165.1% | +364.7% | +313.0% |
| All | +802.8% | +280.8% | +521.9% | +615.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling