+18.5%
D vs DAR
+102.5%
-84.0%
-9.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.9% | +0.4% | -0.4% |
| 7D | +1.5% | +1.4% | +0.1% | +1.4% |
| 30D | -2.6% | +12.8% | -15.4% | -2.6% |
| 3M | 0.0% | +7.4% | -7.4% | +0.2% |
| 6M | +7.4% | +22.3% | -14.9% | +7.4% |
| YTD | +15.9% | +81.1% | -65.2% | +15.4% |
| All | +18.5% | +102.5% | -84.0% | +19.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling