+21.9%
BB vs DAR
+311.7%
-289.8%
-91.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +1.1% | -3.6% | -2.8% |
| 7D | +1.8% | +11.6% | -9.7% | -2.1% |
| 30D | +8.1% | -10.2% | +18.4% | +12.2% |
| 3M | -1.0% | -14.8% | +13.8% | +4.1% |
| 6M | +45.9% | -10.1% | +56.0% | +49.8% |
| YTD | +134.8% | +55.5% | +79.3% | +95.3% |
| 1Y | +104.6% | +61.7% | +42.9% | +67.1% |
| 3Y | +152.8% | +37.2% | +115.7% | +108.5% |
| 5Y | -17.4% | -26.9% | +9.5% | -15.1% |
| All | +21.9% | +311.7% | -289.8% | -38.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling