+75.0%
D vs DAR
+33.7%
+41.3%
-16.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.1% | -0.9% | +0.1% |
| 7D | -1.4% | +11.6% | -12.9% | -2.2% |
| 30D | +7.7% | -10.2% | +18.0% | +8.6% |
| 3M | -0.3% | -14.8% | +14.5% | +0.9% |
| 6M | +10.1% | -10.1% | +20.1% | +10.8% |
| YTD | +19.1% | +55.5% | -36.5% | +13.6% |
| 1Y | +15.9% | +61.7% | -45.8% | +10.1% |
| 3Y | +75.0% | +37.2% | +37.8% | +66.8% |
| All | +75.0% | +33.7% | +41.3% | +66.8% |
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