+641.7%
BE vs DAR
+159.3%
+482.4%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -1.8% | -2.5% | -3.1% |
| 7D | -13.4% | -3.8% | -9.5% | -10.5% |
| 30D | -33.9% | -14.4% | -19.5% | -26.3% |
| 3M | -12.0% | -17.9% | +6.0% | -0.6% |
| 6M | -29.0% | -18.3% | -10.7% | -20.4% |
| YTD | +113.4% | +43.2% | +70.1% | +60.9% |
| 1Y | +33.2% | +57.7% | -24.5% | -6.2% |
| 3Y | +1,659.2% | +22.7% | +1,636.5% | +1,245.3% |
| 5Y | +461.4% | -34.0% | +495.4% | +559.6% |
| All | +641.7% | +159.3% | +482.4% | +123.9% |
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