-22.1%
BA vs DAR
-41.1%
+18.9%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.0% | +1.5% | +0.8% |
| 7D | +1.1% | -9.9% | +11.0% | +3.8% |
| 30D | -7.9% | -16.4% | +8.5% | -3.8% |
| 3M | -25.3% | -17.1% | -8.3% | -22.1% |
| 6M | -24.6% | -20.5% | -4.1% | -20.9% |
| YTD | -20.1% | +39.4% | -59.6% | -29.5% |
| 1Y | -11.8% | +57.2% | -69.0% | -25.0% |
| 3Y | -10.1% | +13.9% | -24.0% | -19.9% |
| All | -22.1% | -41.1% | +18.9% | -5.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling