+19.3%
A vs DAR
+61.9%
-42.6%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.1% | -0.6% | +0.6% |
| 7D | -0.5% | +11.6% | -12.0% | -0.4% |
| 30D | 0.0% | -10.2% | +10.2% | -0.5% |
| 3M | +16.7% | -14.8% | +31.5% | +16.1% |
| 6M | +54.8% | -10.1% | +64.9% | +53.6% |
| YTD | +28.8% | +55.5% | -26.7% | +17.9% |
| 1Y | +19.3% | +61.7% | -42.4% | +8.5% |
| All | +19.3% | +61.9% | -42.6% | +8.5% |
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