-93.7%
DMRA price history and return analytics
+115.4%
-209.1%
-99.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.4% | +0.2% | +8.2% | +8.1% |
| 7D | +10.3% | -2.3% | +12.6% | +14.1% |
| 30D | +17.1% | -5.0% | +22.0% | +26.0% |
| 3M | -20.7% | -4.9% | -15.8% | -14.7% |
| 6M | -4.0% | -1.5% | -2.5% | -1.9% |
| YTD | +3.0% | +8.5% | -5.5% | -8.9% |
| 1Y | +307.2% | +11.4% | +295.8% | +254.0% |
| 3Y | +51.9% | +70.1% | -18.1% | -22.5% |
| 5Y | -71.6% | +53.7% | -125.3% | -83.2% |
| All | -93.7% | +115.4% | -209.1% | -96.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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