+15.5%
A vs DAR
+108.5%
-93.0%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +2.9% | -5.6% | -2.8% |
| 7D | -2.1% | -0.9% | -1.2% | -2.0% |
| 30D | +0.6% | +13.0% | -12.4% | -0.2% |
| 3M | +10.9% | +15.0% | -4.1% | +9.5% |
| 6M | +28.2% | +26.8% | +1.3% | +24.5% |
| YTD | +8.6% | +86.4% | -77.8% | -0.5% |
| 1Y | +15.5% | +115.1% | -99.6% | +3.2% |
| All | +15.5% | +108.5% | -93.0% | +3.2% |
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