+216.7%
ACWI vs DAR
+268.8%
-52.1%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.0% | +1.0% | +0.2% |
| 7D | -2.4% | -9.9% | +7.6% | -0.1% |
| 30D | -5.2% | -16.4% | +11.2% | -1.5% |
| 3M | -4.8% | -17.1% | +12.2% | -1.3% |
| 6M | -1.3% | -20.5% | +19.2% | +3.1% |
| YTD | +8.4% | +39.4% | -31.0% | -1.3% |
| 1Y | +11.0% | +57.2% | -46.2% | -1.9% |
| 3Y | +70.6% | +13.9% | +56.7% | +56.3% |
| 5Y | +55.3% | -40.8% | +96.1% | +64.7% |
| All | +216.7% | +268.8% | -52.1% | +88.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling