+387.2%
BE vs DAR
-41.1%
+428.2%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | -1.0% | +4.4% | +4.0% |
| 7D | -14.7% | -9.9% | -4.8% | -9.3% |
| 30D | -40.5% | -16.4% | -24.1% | -34.4% |
| 3M | -24.3% | -17.1% | -7.3% | -17.2% |
| 6M | -39.3% | -20.5% | -18.8% | -32.3% |
| YTD | +99.4% | +39.4% | +60.0% | +59.1% |
| 1Y | +26.6% | +57.2% | -30.7% | -5.9% |
| 3Y | +1,616.9% | +13.9% | +1,603.1% | +1,356.8% |
| All | +387.2% | -41.1% | +428.2% | +421.9% |
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 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