+207.0%
C vs DAR
+311.7%
-104.6%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.1% | -1.2% | -0.5% |
| 7D | +4.2% | +11.6% | -7.4% | -0.2% |
| 30D | +2.0% | -10.2% | +12.2% | +6.0% |
| 3M | -10.1% | -14.8% | +4.7% | -5.3% |
| 6M | +1.0% | -10.1% | +11.1% | +3.4% |
| YTD | +8.5% | +55.5% | -47.1% | -11.9% |
| 1Y | +25.7% | +61.7% | -35.9% | +0.1% |
| 3Y | +216.0% | +37.2% | +178.8% | +151.0% |
| 5Y | +112.3% | -26.9% | +139.2% | +112.8% |
| All | +207.0% | +311.7% | -104.6% | +16.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling