+8,375.0%
CB vs DAR
+1,348.6%
+7,026.4%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.1% | +2.4% | -0.4% |
| 7D | +2.6% | -8.1% | +10.6% | +3.2% |
| 30D | +11.2% | -17.1% | +28.3% | +12.7% |
| 3M | +5.7% | -12.3% | +18.0% | +6.6% |
| 6M | +15.9% | -21.8% | +37.7% | +17.8% |
| YTD | +20.2% | +40.8% | -20.7% | +16.6% |
| 1Y | +32.4% | +57.4% | -25.0% | +27.3% |
| 3Y | +75.5% | +12.1% | +63.4% | +70.9% |
| 5Y | +105.5% | -40.2% | +145.7% | +108.1% |
| 10Y | +258.5% | +280.1% | -21.5% | +216.8% |
| All | +8,375.0% | +1,348.6% | +7,026.4% | +6,209.0% |
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 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