+3,955.8%
ALL vs DAR
+1,334.0%
+2,621.8%
-77.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -1.0% | -3.5% | -4.4% |
| 7D | -1.9% | -9.9% | +8.0% | -1.2% |
| 30D | +13.8% | -16.4% | +30.2% | +15.3% |
| 3M | -7.0% | -17.1% | +10.1% | -5.8% |
| 6M | +18.0% | -20.5% | +38.5% | +19.9% |
| YTD | +24.2% | +39.4% | -15.2% | +20.6% |
| 1Y | +31.2% | +57.2% | -26.1% | +26.1% |
| 3Y | +107.5% | +13.9% | +93.7% | +101.7% |
| 5Y | +144.8% | -40.8% | +185.6% | +148.2% |
| 10Y | +375.8% | +276.2% | +99.5% | +317.7% |
| All | +3,955.8% | +1,334.0% | +2,621.8% | +3,008.4% |
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