+1,316.6%
BR vs DAR
+739.4%
+577.1%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.1% | -0.6% | +0.3% |
| 7D | +1.1% | +11.6% | -10.5% | -1.2% |
| 30D | +14.4% | -10.2% | +24.6% | +16.6% |
| 3M | +12.4% | -14.8% | +27.3% | +15.5% |
| 6M | +35.4% | -10.1% | +45.5% | +37.2% |
| YTD | -12.2% | +55.5% | -67.7% | -21.1% |
| 1Y | -12.7% | +61.7% | -74.4% | -22.4% |
| 3Y | +14.3% | +37.2% | -22.9% | +1.2% |
| 5Y | +19.3% | -26.9% | +46.2% | +18.1% |
| 10Y | +278.1% | +314.4% | -36.3% | +134.9% |
| All | +1,316.6% | +739.4% | +577.1% | +490.8% |
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 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