+26.9%
ALL vs DAR
+60.0%
-33.1%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +4.7% | -5.1% | -0.6% |
| 7D | -3.9% | -2.8% | -1.1% | -3.8% |
| 30D | +10.6% | -12.8% | +23.4% | +11.2% |
| 3M | -4.6% | -11.6% | +7.0% | -4.1% |
| 6M | +20.2% | -16.8% | +37.0% | +20.9% |
| YTD | +23.7% | +45.9% | -22.2% | +18.9% |
| All | +26.9% | +60.0% | -33.1% | +20.2% |
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