-12.4%
BR vs DAR
+59.8%
-72.2%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +2.2% | -2.9% | -0.5% |
| 7D | -1.3% | +9.2% | -10.5% | -0.4% |
| 30D | +13.7% | -12.3% | +25.9% | +12.7% |
| 3M | +13.8% | -12.7% | +26.5% | +12.5% |
| 6M | +29.7% | -12.8% | +42.5% | +27.4% |
| YTD | -12.6% | +53.8% | -66.4% | -12.4% |
| 1Y | -12.4% | +60.3% | -72.7% | -12.6% |
| All | -12.4% | +59.8% | -72.2% | -12.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling