+40.5%
ALL vs DAR
+63.3%
-22.8%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -2.5% | +5.4% | +3.0% |
| 7D | +7.5% | -5.7% | +13.2% | +7.8% |
| 30D | +19.7% | -16.6% | +36.3% | +20.6% |
| 3M | +2.9% | -13.1% | +16.0% | +3.4% |
| 6M | +23.5% | -18.8% | +42.3% | +24.4% |
| YTD | +31.1% | +45.3% | -14.1% | +26.1% |
| 1Y | +40.5% | +60.6% | -20.2% | +33.3% |
| All | +40.5% | +63.3% | -22.8% | +33.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling