+22.2%
A vs DAR
+63.3%
-41.1%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -2.5% | +3.4% | +0.9% |
| 7D | -2.4% | -5.7% | +3.3% | -2.4% |
| 30D | +3.6% | -16.6% | +20.2% | +3.3% |
| 3M | +27.5% | -13.1% | +40.5% | +26.7% |
| 6M | +58.5% | -18.8% | +77.2% | +57.8% |
| YTD | +31.2% | +45.3% | -14.1% | +19.2% |
| 1Y | +22.2% | +60.6% | -38.4% | +8.9% |
| All | +22.2% | +63.3% | -41.1% | +8.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 1y: compounded portfolio wealth divided by compounded DAR 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…
1y analysis · Full analysis span regression · 6 months rolling