+72.2%
BWA vs DAR
+14.9%
+57.3%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +2.9% | -4.8% | -2.6% |
| 7D | +4.3% | -0.9% | +5.2% | +4.5% |
| 30D | -2.9% | +13.0% | -15.9% | -6.1% |
| 3M | -12.4% | +15.0% | -27.4% | -16.1% |
| 6M | +28.6% | +26.8% | +1.7% | +19.3% |
| YTD | +48.2% | +86.4% | -38.2% | +23.5% |
| 1Y | +50.9% | +115.1% | -64.2% | +20.1% |
| 3Y | +72.2% | +14.6% | +57.5% | +53.9% |
| All | +72.2% | +14.9% | +57.3% | +53.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling