-97.4%
ADVB vs DAR
+52.8%
-150.2%
-97.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.5% | -3.1% | -6.5% | -8.4% |
| 7D | -28.0% | -8.1% | -20.0% | -25.7% |
| 30D | -70.2% | -17.1% | -53.1% | -68.1% |
| 3M | -76.1% | -12.3% | -63.8% | -74.7% |
| 6M | -72.3% | -21.8% | -50.5% | -69.7% |
| YTD | -67.5% | +40.8% | -108.3% | -70.9% |
| 1Y | -78.6% | +57.4% | -135.9% | -81.6% |
| All | -97.4% | +52.8% | -150.2% | -98.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling