+438.3%
AME vs DAR
+307.1%
+131.2%
-42.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +2.2% | -1.6% | 0.0% |
| 7D | +8.1% | +9.2% | -1.1% | +5.8% |
| 30D | -3.8% | -12.3% | +8.5% | -0.8% |
| 3M | -6.6% | -12.7% | +6.1% | -4.0% |
| 6M | +4.6% | -12.8% | +17.3% | +7.1% |
| YTD | +17.9% | +53.8% | -35.8% | +4.4% |
| 1Y | +23.2% | +60.3% | -37.0% | +7.7% |
| 3Y | +62.9% | +31.7% | +31.2% | +42.8% |
| 5Y | +77.5% | -27.7% | +105.3% | +78.6% |
| All | +438.3% | +307.1% | +131.2% | +189.2% |
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 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