+22.4%
A vs DAR
+57.1%
-34.6%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.8% | +0.6% | -1.3% |
| 7D | +1.4% | -3.8% | +5.2% | +1.3% |
| 30D | +4.3% | -14.4% | +18.7% | +4.1% |
| 3M | +19.8% | -17.9% | +37.7% | +19.2% |
| 6M | +54.4% | -18.3% | +72.7% | +53.5% |
| YTD | +31.7% | +43.2% | -11.5% | +18.8% |
| 1Y | +22.4% | +57.7% | -35.3% | +7.6% |
| All | +22.4% | +57.1% | -34.6% | +7.6% |
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