+7.4%
BAH vs DAR
-41.1%
+48.4%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -1.0% | -3.4% | -4.3% |
| 7D | -3.5% | -9.9% | +6.4% | -2.4% |
| 30D | +24.3% | -16.4% | +40.6% | +26.7% |
| 3M | +16.3% | -17.1% | +33.4% | +18.5% |
| 6M | +13.6% | -20.5% | +34.1% | +16.2% |
| YTD | +3.5% | +39.4% | -35.9% | -1.7% |
| 1Y | +2.7% | +57.2% | -54.5% | -4.0% |
| 3Y | -26.6% | +13.9% | -40.4% | -29.8% |
| All | +7.4% | -41.1% | +48.4% | +11.5% |
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