+74.9%
CB vs DAR
+33.7%
+41.2%
-14.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.1% | -0.1% | +1.0% |
| 7D | +2.9% | +11.6% | -8.6% | +2.5% |
| 30D | +7.3% | -10.2% | +17.6% | +7.7% |
| 3M | +9.4% | -14.8% | +24.2% | +10.0% |
| 6M | +19.6% | -10.1% | +29.7% | +20.0% |
| YTD | +21.5% | +55.5% | -34.0% | +18.7% |
| 1Y | +28.0% | +61.7% | -33.7% | +24.8% |
| 3Y | +74.9% | +37.2% | +37.7% | +73.0% |
| All | +74.9% | +33.7% | +41.2% | +73.0% |
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