-97.3%
ADVB vs DAR
+51.3%
-148.6%
-97.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -1.0% | +5.2% | +4.6% |
| 7D | -13.9% | -9.9% | -4.0% | -10.4% |
| 30D | -68.1% | -16.4% | -51.7% | -66.0% |
| 3M | -73.4% | -17.1% | -56.3% | -71.3% |
| 6M | -70.8% | -20.5% | -50.3% | -68.2% |
| YTD | -66.1% | +39.4% | -105.5% | -69.6% |
| 1Y | -77.5% | +57.2% | -134.7% | -80.7% |
| All | -97.3% | +51.3% | -148.6% | -97.9% |
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