+216.1%
C vs DAR
+20.8%
+195.3%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.8% | +2.1% | +0.6% |
| 7D | -0.4% | -3.8% | +3.5% | +0.3% |
| 30D | -5.2% | -14.4% | +9.3% | -2.6% |
| 3M | -9.1% | -17.9% | +8.8% | -6.2% |
| 6M | -1.6% | -18.3% | +16.7% | +1.4% |
| YTD | +6.9% | +43.2% | -36.3% | -3.5% |
| 1Y | +23.0% | +57.7% | -34.7% | +8.3% |
| 3Y | +216.1% | +22.7% | +193.4% | +184.3% |
| All | +216.1% | +20.8% | +195.3% | +184.3% |
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