+1,172.5%
BR vs DAR
+877.4%
+295.2%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.9% | -2.5% | -3.2% |
| 7D | -5.3% | +1.4% | -6.6% | -5.6% |
| 30D | +6.4% | +12.8% | -6.3% | +3.6% |
| 3M | +13.6% | +7.4% | +6.3% | +11.5% |
| 6M | -6.7% | +22.3% | -29.0% | -11.2% |
| YTD | -21.1% | +81.1% | -102.2% | -31.0% |
| 1Y | -29.6% | +106.5% | -136.1% | -40.5% |
| 3Y | -2.4% | +5.3% | -7.7% | -7.9% |
| 5Y | +11.2% | -11.5% | +22.8% | +6.0% |
| 10Y | +191.8% | +353.3% | -161.6% | +78.9% |
| All | +1,172.5% | +877.4% | +295.2% | +416.7% |
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 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