+23.3%
BA vs DAR
+311.7%
-288.4%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.1% | -1.2% | -0.5% |
| 7D | -1.1% | +11.6% | -12.7% | -5.6% |
| 30D | -7.1% | -10.2% | +3.1% | -3.2% |
| 3M | -25.5% | -14.8% | -10.7% | -21.2% |
| 6M | -28.7% | -10.1% | -18.6% | -27.1% |
| YTD | -21.0% | +55.5% | -76.5% | -37.1% |
| 1Y | -11.9% | +61.7% | -73.5% | -31.2% |
| 3Y | -16.2% | +37.2% | -53.3% | -35.2% |
| 5Y | -22.4% | -26.9% | +4.5% | -22.0% |
| All | +23.3% | +311.7% | -288.4% | -52.1% |
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