+86.6%
BWA vs DAR
-8.0%
+94.6%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.6% | -2.1% | -1.7% |
| 7D | +0.1% | -0.2% | +0.3% | +0.1% |
| 30D | -5.6% | +7.4% | -13.0% | -7.9% |
| 3M | -10.7% | +15.7% | -26.4% | -15.4% |
| 6M | +23.2% | +30.0% | -6.9% | +11.5% |
| YTD | +46.0% | +87.5% | -41.5% | +16.9% |
| 1Y | +51.2% | +113.4% | -62.2% | +14.9% |
| 3Y | +69.6% | +15.3% | +54.3% | +54.6% |
| 5Y | +86.6% | -4.3% | +90.9% | +72.2% |
| All | +86.6% | -8.0% | +94.6% | +72.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling