+4,056.3%
ALL vs DAR
+1,373.4%
+2,682.8%
-77.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -1.8% | +4.7% | +3.0% |
| 7D | -0.1% | -3.8% | +3.7% | +0.1% |
| 30D | +13.8% | -14.4% | +28.2% | +15.1% |
| 3M | -2.8% | -17.9% | +15.2% | -1.4% |
| 6M | +23.7% | -18.3% | +42.0% | +25.3% |
| YTD | +27.3% | +43.2% | -16.0% | +23.3% |
| 1Y | +30.5% | +57.7% | -27.2% | +25.5% |
| 3Y | +113.0% | +22.7% | +90.3% | +105.8% |
| 5Y | +157.6% | -34.0% | +191.6% | +159.0% |
| 10Y | +368.4% | +279.5% | +88.9% | +310.8% |
| All | +4,056.3% | +1,373.4% | +2,682.8% | +3,078.2% |
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 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