+247.9%
CB vs DAR
+307.1%
-59.1%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +2.2% | -1.8% | -0.1% |
| 7D | 0.0% | +9.2% | -9.2% | -2.0% |
| 30D | +7.4% | -12.3% | +19.7% | +10.3% |
| 3M | +8.6% | -12.7% | +21.3% | +11.4% |
| 6M | +16.1% | -12.8% | +28.9% | +18.7% |
| YTD | +20.2% | +53.8% | -33.6% | +7.0% |
| 1Y | +27.2% | +60.3% | -33.1% | +11.9% |
| 3Y | +72.7% | +31.7% | +40.9% | +51.5% |
| 5Y | +105.9% | -27.7% | +133.7% | +107.7% |
| All | +247.9% | +307.1% | -59.1% | +88.2% |
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 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