+316.8%
ADP vs DAR
+268.8%
+48.1%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.0% | -0.2% | -1.0% |
| 7D | +3.2% | -9.9% | +13.2% | +5.5% |
| 30D | +14.9% | -16.4% | +31.3% | +19.0% |
| 3M | +11.6% | -17.1% | +28.7% | +15.4% |
| 6M | +48.5% | -20.5% | +68.9% | +54.5% |
| YTD | +20.6% | +39.4% | -18.8% | +10.1% |
| 1Y | +23.7% | +57.2% | -33.5% | +9.7% |
| 3Y | +47.8% | +13.9% | +33.9% | +35.3% |
| 5Y | +47.7% | -40.8% | +88.5% | +57.1% |
| All | +316.8% | +268.8% | +48.1% | +127.8% |
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