+653.2%
ADI vs DAR
+290.1%
+363.1%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +5.1% | -1.0% | +2.4% |
| 7D | +0.7% | +3.6% | -2.9% | -0.3% |
| 30D | +0.7% | -11.3% | +12.0% | +4.7% |
| 3M | +6.5% | -13.1% | +19.6% | +10.8% |
| 6M | -2.7% | -15.1% | +12.4% | +1.7% |
| YTD | +52.2% | +50.5% | +1.7% | +30.8% |
| 1Y | +77.5% | +57.9% | +19.5% | +49.9% |
| 3Y | +148.8% | +28.9% | +119.8% | +112.8% |
| 5Y | +142.9% | -31.4% | +174.3% | +150.9% |
| 10Y | +653.2% | +301.0% | +352.2% | +272.6% |
| All | +653.2% | +290.1% | +363.1% | +272.6% |
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