-92.0%
DMRA price history and return analytics
+129.0%
-221.0%
-99.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | 0.0% | +7.4% | +7.4% |
| 7D | +3.7% | +0.4% | +3.2% | +3.0% |
| 30D | -2.5% | +1.0% | -3.5% | -3.8% |
| 3M | +34.7% | +2.4% | +32.4% | +30.3% |
| 6M | +1.3% | +12.0% | -10.7% | -13.9% |
| YTD | +30.6% | +15.3% | +15.3% | +5.7% |
| 1Y | +902.0% | +22.6% | +879.4% | +648.5% |
| 3Y | +103.8% | +74.7% | +29.1% | -0.5% |
| 5Y | -72.7% | +66.1% | -138.9% | -85.4% |
| All | -92.0% | +129.0% | -221.0% | -95.9% |
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