+1,425.2%
AMAT vs DAR
+290.1%
+1,135.1%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +5.1% | +1.0% | +4.0% |
| 7D | +7.0% | +3.6% | +3.4% | +5.8% |
| 30D | -20.6% | -11.3% | -9.3% | -16.6% |
| 3M | -24.8% | -13.1% | -11.6% | -20.9% |
| 6M | -10.7% | -15.1% | +4.4% | -5.8% |
| YTD | +54.3% | +50.5% | +3.8% | +28.1% |
| 1Y | +73.7% | +57.9% | +15.8% | +41.1% |
| 3Y | +168.4% | +28.9% | +139.5% | +119.7% |
| 5Y | +167.6% | -31.4% | +199.0% | +182.1% |
| 10Y | +1,425.2% | +301.0% | +1,124.2% | +581.4% |
| All | +1,425.2% | +290.1% | +1,135.1% | +581.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling