+620.2%
ADI vs DAR
+311.7%
+308.5%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +1.1% | -3.9% | -3.1% |
| 7D | +9.5% | +11.6% | -2.1% | +5.7% |
| 30D | -1.4% | -10.2% | +8.9% | +2.1% |
| 3M | +4.7% | -14.8% | +19.6% | +9.7% |
| 6M | -7.4% | -10.1% | +2.6% | -5.1% |
| YTD | +48.1% | +55.5% | -7.5% | +25.9% |
| 1Y | +69.6% | +61.7% | +8.0% | +42.2% |
| 3Y | +144.4% | +37.2% | +107.2% | +104.6% |
| 5Y | +134.1% | -26.9% | +161.0% | +136.4% |
| All | +620.2% | +311.7% | +308.5% | +252.2% |
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 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