-97.1%
ADVB vs DAR
+55.5%
-152.6%
-97.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -1.8% | +4.8% | +3.6% |
| 7D | -4.1% | -3.8% | -0.3% | -2.7% |
| 30D | -60.3% | -14.4% | -45.8% | -58.0% |
| 3M | -73.3% | -17.9% | -55.4% | -71.3% |
| 6M | -65.9% | -18.3% | -47.6% | -63.2% |
| YTD | -63.9% | +43.2% | -107.1% | -67.9% |
| 1Y | -74.1% | +57.7% | -131.8% | -77.8% |
| All | -97.1% | +55.5% | -152.6% | -97.7% |
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