+32.0%
ALC vs DAR
+140.4%
-108.4%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +4.7% | -4.4% | -0.6% |
| 7D | +2.1% | -2.8% | +4.8% | +2.5% |
| 30D | +17.2% | -12.8% | +30.0% | +19.8% |
| 3M | +4.6% | -11.6% | +16.2% | +6.4% |
| 6M | +20.1% | -16.8% | +36.9% | +23.1% |
| YTD | -4.2% | +45.9% | -50.1% | -12.4% |
| 1Y | +2.1% | +61.5% | -59.4% | -8.7% |
| 3Y | +4.5% | +23.0% | -18.5% | -4.8% |
| 5Y | -12.3% | -35.8% | +23.5% | -9.7% |
| All | +32.0% | +140.4% | -108.4% | -13.0% |
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 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