+12,524.5%
ADI vs DAR
+1,400.9%
+11,123.7%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +4.7% | +3.9% | +8.2% |
| 7D | -4.4% | -2.8% | -1.6% | -4.2% |
| 30D | -2.8% | -12.8% | +10.0% | -1.8% |
| 3M | +1.5% | -11.6% | +13.1% | +2.3% |
| 6M | -4.7% | -16.8% | +12.1% | -3.6% |
| YTD | +46.8% | +45.9% | +0.9% | +42.6% |
| 1Y | +74.9% | +61.5% | +13.4% | +68.6% |
| 3Y | +147.4% | +23.0% | +124.5% | +141.2% |
| 5Y | +131.9% | -35.8% | +167.8% | +134.8% |
| 10Y | +630.6% | +280.4% | +350.2% | +565.7% |
| All | +12,524.5% | +1,400.9% | +11,123.7% | +10,885.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling