+1,053.3%
BAH vs DAR
+323.5%
+729.7%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -1.0% | -3.4% | -4.3% |
| 7D | -3.5% | -9.9% | +6.4% | -1.8% |
| 30D | +24.3% | -16.4% | +40.6% | +27.9% |
| 3M | +16.3% | -17.1% | +33.4% | +19.6% |
| 6M | +13.6% | -20.5% | +34.1% | +17.4% |
| YTD | +3.5% | +39.4% | -35.9% | -3.4% |
| 1Y | +2.7% | +57.2% | -54.5% | -6.3% |
| 3Y | -26.6% | +13.9% | -40.4% | -31.1% |
| 5Y | +8.5% | -40.8% | +49.3% | +12.2% |
| 10Y | +225.1% | +276.2% | -51.2% | +109.6% |
| All | +1,053.3% | +323.5% | +729.7% | +622.3% |
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 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