+66.2%
A vs DAR
+11.9%
+54.3%
-35.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.0% | +2.7% | +1.9% |
| 7D | -0.1% | -9.9% | +9.9% | +1.5% |
| 30D | +3.4% | -16.4% | +19.7% | +6.1% |
| 3M | +23.8% | -17.1% | +40.9% | +26.8% |
| 6M | +49.0% | -20.5% | +69.5% | +53.4% |
| YTD | +29.4% | +39.4% | -10.0% | +18.8% |
| 1Y | +19.4% | +57.2% | -37.9% | +6.8% |
| 3Y | +66.2% | +13.9% | +52.3% | +55.5% |
| All | +66.2% | +11.9% | +54.3% | +55.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling