+319.9%
ADP vs DAR
+311.7%
+8.2%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.1% | -0.5% | +0.4% |
| 7D | +2.2% | +11.6% | -9.4% | -0.2% |
| 30D | +10.6% | -10.2% | +20.8% | +12.8% |
| 3M | +12.9% | -14.8% | +27.7% | +16.2% |
| 6M | +50.6% | -10.1% | +60.7% | +52.7% |
| YTD | +23.2% | +55.5% | -32.3% | +9.9% |
| 1Y | +25.3% | +61.7% | -36.4% | +10.6% |
| 3Y | +47.1% | +37.2% | +10.0% | +28.7% |
| 5Y | +50.1% | -26.9% | +77.0% | +51.0% |
| All | +319.9% | +311.7% | +8.2% | +123.6% |
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