+911.5%
BE vs DAR
+227.8%
+683.7%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -0.9% | +8.2% | +7.9% |
| 7D | +20.0% | +1.4% | +18.6% | +18.5% |
| 30D | +7.9% | +12.8% | -4.9% | -2.2% |
| 3M | -13.2% | +7.4% | -20.6% | -18.7% |
| 6M | +53.5% | +22.3% | +31.2% | +29.8% |
| YTD | +191.0% | +81.1% | +109.9% | +87.7% |
| 1Y | +360.5% | +106.5% | +254.0% | +168.2% |
| 3Y | +1,568.0% | +5.3% | +1,562.7% | +1,367.4% |
| 5Y | +1,055.2% | -11.5% | +1,066.7% | +1,002.2% |
| All | +911.5% | +227.8% | +683.7% | +161.2% |
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