+7.2%
BAH vs DAR
-27.0%
+34.1%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.1% | -1.4% | -0.4% |
| 7D | +1.7% | +11.6% | -9.8% | +0.4% |
| 30D | +20.8% | -10.2% | +31.0% | +22.2% |
| 3M | +11.6% | -14.8% | +26.4% | +13.4% |
| 6M | +23.1% | -10.1% | +33.2% | +24.1% |
| YTD | +5.3% | +55.5% | -50.3% | -1.4% |
| 1Y | +6.1% | +61.7% | -55.5% | -1.1% |
| 3Y | -27.5% | +37.2% | -64.7% | -32.4% |
| All | +7.2% | -27.0% | +34.1% | +10.3% |
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