+784.0%
AU vs DAR
+980.2%
-196.2%
-90.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.6% | +0.1% | +0.6% |
| 7D | +0.6% | -0.2% | +0.8% | +0.6% |
| 30D | +12.3% | +7.4% | +4.9% | +11.7% |
| 3M | +29.4% | +15.7% | +13.7% | +28.0% |
| 6M | +3.2% | +30.0% | -26.8% | +1.4% |
| YTD | +31.8% | +87.5% | -55.7% | +26.6% |
| 1Y | +83.4% | +113.4% | -30.0% | +74.7% |
| 3Y | +623.1% | +15.3% | +607.8% | +608.0% |
| 5Y | +700.5% | -4.3% | +704.8% | +687.5% |
| 10Y | +717.6% | +380.2% | +337.4% | +629.6% |
| All | +784.0% | +980.2% | -196.2% | +764.0% |
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