+71.4%
CB vs DAR
+20.8%
+50.6%
-14.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.8% | +3.4% | +1.6% |
| 7D | +0.7% | -3.8% | +4.5% | +0.8% |
| 30D | +8.2% | -14.4% | +22.6% | +8.8% |
| 3M | +6.3% | -17.9% | +24.2% | +7.0% |
| 6M | +16.2% | -18.3% | +34.5% | +16.9% |
| YTD | +19.3% | +43.2% | -23.9% | +17.0% |
| 1Y | +29.2% | +57.7% | -28.5% | +26.1% |
| 3Y | +71.4% | +22.7% | +48.7% | +69.2% |
| All | +71.4% | +20.8% | +50.6% | +69.2% |
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 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