+319.4%
C vs DAR
+1,334.0%
-1,014.6%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.0% | +1.5% | +0.6% |
| 7D | -2.4% | -9.9% | +7.5% | -1.2% |
| 30D | -6.0% | -16.4% | +10.4% | -4.1% |
| 3M | -10.5% | -17.1% | +6.5% | -8.8% |
| 6M | -5.7% | -20.5% | +14.8% | -3.6% |
| YTD | +4.1% | +39.4% | -35.3% | -0.5% |
| 1Y | +20.5% | +57.2% | -36.7% | +13.5% |
| 3Y | +208.1% | +13.9% | +194.3% | +197.3% |
| 5Y | +110.4% | -40.8% | +151.2% | +116.4% |
| 10Y | +234.6% | +276.2% | -41.6% | +185.4% |
| All | +319.4% | +1,334.0% | -1,014.6% | +254.4% |
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