+2,598.5%
BWA vs DAR
+1,448.0%
+1,150.5%
-72.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +5.1% | -3.5% | +1.1% |
| 7D | +1.7% | +3.6% | -1.9% | +1.4% |
| 30D | -14.6% | -11.3% | -3.3% | -13.6% |
| 3M | -26.2% | -13.1% | -13.1% | -25.3% |
| 6M | -18.4% | -15.1% | -3.3% | -17.4% |
| YTD | +14.7% | +50.5% | -35.8% | +9.9% |
| 1Y | +13.3% | +57.9% | -44.6% | +8.1% |
| 3Y | +64.7% | +28.9% | +35.8% | +58.7% |
| 5Y | +32.2% | -31.4% | +63.6% | +34.0% |
| 10Y | +96.8% | +301.0% | -204.2% | +73.5% |
| All | +2,598.5% | +1,448.0% | +1,150.5% | +2,287.2% |
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 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