-7.5%
DNLI price history and return analytics
+154.0%
-161.5%
-87.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.5% | -1.9% | -1.7% |
| 7D | +2.1% | -0.1% | +2.2% | +2.4% |
| 30D | +2.1% | -3.1% | +5.1% | +7.1% |
| 3M | -20.6% | -3.5% | -17.1% | -16.1% |
| 6M | +1.2% | +0.5% | +0.7% | 0.0% |
| YTD | +20.2% | +10.8% | +9.5% | +3.9% |
| 1Y | +27.2% | +11.9% | +15.3% | +8.3% |
| 3Y | +22.4% | +73.0% | -50.6% | -41.8% |
| 5Y | -61.9% | +58.6% | -120.6% | -79.0% |
| All | -7.5% | +154.0% | -161.5% | -75.6% |
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