+65.7%
AG vs DAR
+311.7%
-246.0%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +1.1% | -3.6% | -2.8% |
| 7D | -10.0% | +11.6% | -21.5% | -12.8% |
| 30D | -10.5% | -10.2% | -0.2% | -7.9% |
| 3M | -27.3% | -14.8% | -12.4% | -24.4% |
| 6M | -43.0% | -10.1% | -32.9% | -42.0% |
| YTD | -17.9% | +55.5% | -73.4% | -29.5% |
| 1Y | +11.9% | +61.7% | -49.8% | -5.0% |
| 3Y | +201.8% | +37.2% | +164.6% | +159.2% |
| 5Y | -0.1% | -26.9% | +26.9% | +1.5% |
| All | +65.7% | +311.7% | -246.0% | +23.1% |
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