+91.8%
AUR vs DAR
+7.7%
+84.1%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -1.7% | -0.9% | -2.1% |
| 7D | +0.2% | +0.9% | -0.8% | -0.1% |
| 30D | -8.9% | +6.4% | -15.4% | -11.0% |
| 3M | +4.6% | +13.2% | -8.6% | 0.0% |
| 6M | +44.9% | +26.2% | +18.7% | +32.3% |
| YTD | +64.8% | +84.4% | -19.5% | +31.4% |
| 1Y | +16.4% | +112.0% | -95.7% | -12.6% |
| All | +91.8% | +7.7% | +84.1% | +72.4% |
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