+636.4%
ADI vs DAR
+364.6%
+271.8%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.6% | -0.1% | +0.3% |
| 7D | +2.6% | -0.2% | +2.8% | +2.6% |
| 30D | -4.6% | +7.4% | -12.1% | -7.1% |
| 3M | -9.5% | +15.7% | -25.2% | -14.3% |
| 6M | +14.8% | +30.0% | -15.2% | +4.2% |
| YTD | +35.8% | +87.5% | -51.7% | +9.0% |
| 1Y | +48.9% | +113.4% | -64.4% | +13.7% |
| 3Y | +115.6% | +15.3% | +100.3% | +93.4% |
| 5Y | +135.1% | -4.3% | +139.4% | +116.1% |
| 10Y | +636.4% | +380.2% | +256.3% | +243.8% |
| All | +636.4% | +364.6% | +271.8% | +243.8% |
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