+313.2%
DAR vs BTG
+378.0%
-64.7%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -2.9% | +5.8% | +3.2% |
| 7D | -0.9% | +4.8% | -5.7% | -1.4% |
| 30D | +13.0% | +8.3% | +4.6% | +11.7% |
| 3M | +15.0% | +32.3% | -17.3% | +10.6% |
| 6M | +26.8% | +3.0% | +23.9% | +24.8% |
| YTD | +86.4% | +21.9% | +64.5% | +79.2% |
| 1Y | +115.1% | +28.2% | +86.9% | +104.7% |
| 3Y | +14.6% | +99.9% | -85.3% | +2.0% |
| 5Y | -8.8% | +73.6% | -82.3% | -18.3% |
| 10Y | +356.5% | +136.5% | +220.0% | +280.4% |
| All | +313.2% | +378.0% | -64.7% | +140.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 BTG 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