-97.2%
ADVB vs DAR
+58.4%
-155.6%
-97.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +4.7% | -1.1% | +1.8% |
| 7D | -1.2% | -2.8% | +1.6% | -0.1% |
| 30D | -61.4% | -12.8% | -48.6% | -59.5% |
| 3M | -67.8% | -11.6% | -56.2% | -66.1% |
| 6M | -66.9% | -16.8% | -50.1% | -64.5% |
| YTD | -64.9% | +45.9% | -110.8% | -69.0% |
| 1Y | -74.8% | +61.5% | -136.2% | -78.5% |
| All | -97.2% | +58.4% | -155.6% | -97.8% |
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