+91.0%
ALLE vs DAR
+13.0%
+78.0%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -3.1% | +0.2% | -2.7% |
| 7D | 0.0% | -8.1% | +8.1% | +0.7% |
| 30D | +20.6% | -17.1% | +37.7% | +22.2% |
| 3M | +11.4% | -12.3% | +23.7% | +12.0% |
| 6M | +42.5% | -21.8% | +64.4% | +44.9% |
| YTD | +18.9% | +40.8% | -21.9% | +11.1% |
| 1Y | +14.2% | +57.4% | -43.2% | +5.0% |
| All | +91.0% | +13.0% | +78.0% | +80.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling