+1,319.5%
BR vs DAR
+712.3%
+607.2%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +5.1% | -5.1% | -1.1% |
| 7D | +1.9% | +3.6% | -1.7% | +1.1% |
| 30D | +15.9% | -11.3% | +27.2% | +18.4% |
| 3M | +13.7% | -13.1% | +26.8% | +16.2% |
| 6M | +31.0% | -15.1% | +46.1% | +34.3% |
| YTD | -12.0% | +50.5% | -62.5% | -20.4% |
| 1Y | -11.5% | +57.9% | -69.4% | -20.9% |
| 3Y | +14.9% | +28.9% | -14.0% | +3.1% |
| 5Y | +20.1% | -31.4% | +51.5% | +20.5% |
| 10Y | +278.9% | +301.0% | -22.1% | +137.0% |
| All | +1,319.5% | +712.3% | +607.2% | +496.0% |
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