+147.4%
ADI vs DAR
+21.9%
+125.6%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +4.7% | +3.9% | +7.5% |
| 7D | -4.4% | -2.8% | -1.6% | -3.7% |
| 30D | -2.8% | -12.8% | +10.0% | +0.1% |
| 3M | +1.5% | -11.6% | +13.1% | +3.7% |
| 6M | -4.7% | -16.8% | +12.1% | -1.5% |
| YTD | +46.8% | +45.9% | +0.9% | +32.3% |
| 1Y | +74.9% | +61.5% | +13.4% | +53.8% |
| 3Y | +147.4% | +23.0% | +124.5% | +120.4% |
| All | +147.4% | +21.9% | +125.6% | +120.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling