+349.0%
BHP vs DAR
+290.1%
+58.9%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +5.1% | -3.9% | -0.5% |
| 7D | +2.4% | +3.6% | -1.2% | +1.2% |
| 30D | -5.4% | -11.3% | +5.9% | -1.7% |
| 3M | -6.9% | -13.1% | +6.3% | -3.1% |
| 6M | -4.3% | -15.1% | +10.8% | -0.3% |
| YTD | +41.6% | +50.5% | -8.9% | +20.2% |
| 1Y | +53.3% | +57.9% | -4.6% | +27.6% |
| 3Y | +58.4% | +28.9% | +29.4% | +33.3% |
| 5Y | +121.3% | -31.4% | +152.7% | +130.9% |
| 10Y | +349.0% | +301.0% | +47.9% | +117.0% |
| All | +349.0% | +290.1% | +58.9% | +117.0% |
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