+1,445.7%
BA vs DAR
+1,762.6%
-316.9%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.9% | +1.7% | +0.9% |
| 7D | +1.2% | +1.4% | -0.2% | +1.0% |
| 30D | -11.6% | +12.8% | -24.4% | -12.6% |
| 3M | -2.4% | +7.4% | -9.7% | -3.1% |
| 6M | -6.6% | +22.3% | -28.9% | -8.4% |
| YTD | -2.2% | +81.1% | -83.3% | -7.2% |
| 1Y | -8.0% | +106.5% | -114.5% | -13.7% |
| 3Y | -5.0% | +5.3% | -10.3% | -6.9% |
| 5Y | -2.7% | -11.5% | +8.8% | -3.8% |
| 10Y | +75.9% | +353.3% | -277.5% | +58.0% |
| All | +1,445.7% | +1,762.6% | -316.9% | +1,324.4% |
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 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