+3,358.1%
BHP vs DAR
+1,762.6%
+1,595.5%
-76.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.9% | +0.5% | -0.2% |
| 7D | -2.9% | +1.4% | -4.2% | -3.1% |
| 30D | +3.4% | +12.8% | -9.4% | +1.9% |
| 3M | +4.1% | +7.4% | -3.3% | +3.0% |
| 6M | +20.6% | +22.3% | -1.7% | +17.5% |
| YTD | +56.1% | +81.1% | -25.0% | +45.7% |
| 1Y | +69.6% | +106.5% | -36.9% | +55.6% |
| 3Y | +78.8% | +5.3% | +73.5% | +74.2% |
| 5Y | +113.1% | -11.5% | +124.6% | +110.1% |
| 10Y | +505.9% | +353.3% | +152.5% | +407.6% |
| All | +3,358.1% | +1,762.6% | +1,595.5% | +2,676.8% |
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 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