+568.3%
A vs DAR
+2,194.4%
-1,626.1%
-93.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.0% | +2.7% | +1.8% |
| 7D | -0.1% | -9.9% | +9.9% | +0.9% |
| 30D | +3.4% | -16.4% | +19.7% | +5.0% |
| 3M | +23.8% | -17.1% | +40.9% | +25.7% |
| 6M | +49.0% | -20.5% | +69.5% | +51.7% |
| YTD | +29.4% | +39.4% | -10.0% | +24.8% |
| 1Y | +19.4% | +57.2% | -37.9% | +13.8% |
| 3Y | +66.2% | +13.9% | +52.3% | +61.3% |
| 5Y | +15.8% | -40.8% | +56.6% | +18.1% |
| 10Y | +326.1% | +276.2% | +49.8% | +268.9% |
| All | +568.3% | +2,194.4% | -1,626.1% | +640.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling