+140.1%
BP vs DAR
+307.1%
-167.0%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +2.2% | -0.9% | +0.5% |
| 7D | +2.5% | +9.2% | -6.7% | -0.7% |
| 30D | -5.6% | -12.3% | +6.7% | -1.2% |
| 3M | +8.0% | -12.7% | +20.8% | +13.0% |
| 6M | +5.7% | -12.8% | +18.4% | +10.3% |
| YTD | +36.8% | +53.8% | -16.9% | +16.8% |
| 1Y | +30.7% | +60.3% | -29.6% | +9.6% |
| 3Y | +51.6% | +31.7% | +19.9% | +28.6% |
| 5Y | +112.2% | -27.7% | +140.0% | +117.5% |
| All | +140.1% | +307.1% | -167.0% | +17.8% |
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 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