+312.9%
AG vs DAR
+1,113.2%
-800.2%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +4.7% | 0.0% | +3.1% |
| 7D | +10.8% | -2.8% | +13.6% | +11.8% |
| 30D | -8.2% | -12.8% | +4.7% | -4.2% |
| 3M | -13.7% | -11.6% | -2.1% | -10.9% |
| 6M | -27.3% | -16.8% | -10.5% | -23.8% |
| YTD | -4.6% | +45.9% | -50.5% | -17.8% |
| 1Y | +39.4% | +61.5% | -22.1% | +16.1% |
| 3Y | +244.1% | +23.0% | +221.1% | +200.3% |
| 5Y | +16.8% | -35.8% | +52.6% | +23.5% |
| 10Y | +71.7% | +280.4% | -208.7% | -10.2% |
| All | +312.9% | +1,113.2% | -800.2% | +41.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling