+602.8%
AU vs DAR
+795.8%
-193.0%
-90.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.1% | -2.6% | -1.6% |
| 7D | -7.2% | +11.6% | -18.8% | -7.8% |
| 30D | -2.9% | -10.2% | +7.4% | -2.3% |
| 3M | -8.7% | -14.8% | +6.2% | -7.9% |
| 6M | -14.1% | -10.1% | -4.1% | -13.8% |
| YTD | +4.8% | +55.5% | -50.7% | +1.7% |
| 1Y | +11.9% | +61.7% | -49.8% | +8.4% |
| 3Y | +513.8% | +37.2% | +476.6% | +495.3% |
| 5Y | +379.3% | -26.9% | +406.2% | +378.9% |
| 10Y | +837.1% | +314.4% | +522.6% | +743.4% |
| All | +602.8% | +795.8% | -193.0% | +594.2% |
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 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