+187.9%
BR vs DAR
+375.1%
-187.2%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.7% | +1.8% | +0.4% |
| 7D | -6.0% | +0.9% | -6.9% | -6.1% |
| 30D | -0.9% | +6.4% | -7.3% | -2.1% |
| 3M | +16.4% | +13.2% | +3.1% | +13.5% |
| 6M | -8.2% | +26.2% | -34.4% | -12.4% |
| YTD | -23.2% | +84.4% | -107.6% | -31.7% |
| 1Y | -30.9% | +112.0% | -143.0% | -40.5% |
| 3Y | -5.0% | +13.4% | -18.3% | -10.0% |
| 5Y | +8.8% | -6.0% | +14.8% | +4.3% |
| All | +187.9% | +375.1% | -187.2% | +79.7% |
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