+977.1%
BE vs DAR
+239.4%
+737.7%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +0.6% | -3.5% | -3.3% |
| 7D | +23.9% | -0.2% | +24.1% | +23.9% |
| 30D | +27.8% | +7.4% | +20.4% | +20.6% |
| 3M | +3.7% | +15.7% | -12.0% | -7.7% |
| 6M | +78.0% | +30.0% | +47.9% | +44.5% |
| YTD | +209.9% | +87.5% | +122.4% | +95.3% |
| 1Y | +389.6% | +113.4% | +276.2% | +178.8% |
| 3Y | +1,730.6% | +15.3% | +1,715.3% | +1,408.4% |
| 5Y | +1,227.8% | -4.3% | +1,232.1% | +1,094.8% |
| All | +977.1% | +239.4% | +737.7% | +171.8% |
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