+18.4%
A vs DAR
+104.4%
-86.0%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.9% | +1.4% | +0.6% |
| 7D | -1.9% | +1.4% | -3.3% | -2.0% |
| 30D | +6.9% | +12.8% | -5.9% | +6.0% |
| 3M | +9.2% | +7.4% | +1.9% | +8.5% |
| 6M | +25.7% | +22.3% | +3.4% | +22.4% |
| YTD | +11.5% | +81.1% | -69.5% | +2.3% |
| 1Y | +18.4% | +106.5% | -88.1% | +6.2% |
| All | +18.4% | +104.4% | -86.0% | +6.2% |
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