+1,506.6%
D vs DAR
+1,448.0%
+58.6%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +5.1% | -5.5% | -0.6% |
| 7D | -2.4% | +3.6% | -6.0% | -2.6% |
| 30D | +9.0% | -11.3% | +20.3% | +9.4% |
| 3M | +1.0% | -13.1% | +14.1% | +1.4% |
| 6M | +11.0% | -15.1% | +26.1% | +11.5% |
| YTD | +19.8% | +50.5% | -30.7% | +17.9% |
| 1Y | +16.0% | +57.9% | -42.0% | +13.9% |
| 3Y | +74.4% | +28.9% | +45.4% | +71.5% |
| 5Y | +13.5% | -31.4% | +45.0% | +13.6% |
| 10Y | +48.4% | +301.0% | -252.7% | +39.7% |
| All | +1,506.6% | +1,448.0% | +58.6% | +1,322.8% |
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 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