+60.6%
DAR vs BUD
+38.4%
+22.3%
-23.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +3.1% | -5.6% | -2.4% |
| 7D | -5.7% | +3.3% | -9.0% | -5.5% |
| 30D | -16.6% | +11.8% | -28.4% | -16.8% |
| 3M | -13.1% | -1.1% | -12.0% | -12.9% |
| 6M | -18.8% | +14.9% | -33.6% | -20.8% |
| YTD | +45.3% | +32.6% | +12.7% | +27.8% |
| 1Y | +60.6% | +37.2% | +23.5% | +39.7% |
| All | +60.6% | +38.4% | +22.3% | +39.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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