+113.6%
C vs DAR
-31.4%
+144.9%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +5.1% | -3.5% | +0.4% |
| 7D | -0.4% | +3.6% | -4.0% | -1.3% |
| 30D | -5.3% | -11.3% | +5.9% | -2.7% |
| 3M | -8.0% | -13.1% | +5.1% | -5.3% |
| 6M | -0.3% | -15.1% | +14.8% | +2.8% |
| YTD | +8.6% | +50.5% | -41.9% | -4.9% |
| 1Y | +25.8% | +57.9% | -32.1% | +8.5% |
| 3Y | +221.2% | +28.9% | +192.2% | +180.9% |
| 5Y | +113.6% | -31.4% | +145.0% | +129.6% |
| All | +113.6% | -31.4% | +144.9% | +129.6% |
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