+60.4%
D vs DAR
+6.3%
+54.1%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.9% | -0.6% | -1.3% |
| 7D | +0.4% | +1.4% | -0.9% | +0.3% |
| 30D | -3.6% | +12.8% | -16.3% | -4.7% |
| 3M | -1.0% | +7.4% | -8.4% | -1.8% |
| 6M | +6.3% | +22.3% | -16.0% | +3.9% |
| YTD | +14.7% | +81.1% | -66.4% | +7.5% |
| 1Y | +16.9% | +106.5% | -89.6% | +7.8% |
| All | +60.4% | +6.3% | +54.1% | +61.0% |
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