+95.6%
BN vs DAR
+11.9%
+83.8%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.0% | +0.1% | -0.7% |
| 7D | +5.3% | -9.9% | +15.3% | +7.5% |
| 30D | +11.9% | -16.4% | +28.3% | +15.7% |
| 3M | -5.7% | -17.1% | +11.3% | -2.8% |
| 6M | -10.6% | -20.5% | +9.9% | -7.2% |
| YTD | -9.4% | +39.4% | -48.8% | -19.5% |
| 1Y | -8.8% | +57.2% | -66.0% | -21.9% |
| 3Y | +95.6% | +13.9% | +81.8% | +76.3% |
| All | +95.6% | +11.9% | +83.8% | +76.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling