+57.7%
DAR vs BUD
+38.6%
+19.1%
-26.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.1% | -3.0% | -1.8% |
| 7D | -3.8% | +6.0% | -9.9% | -3.6% |
| 30D | -14.4% | +11.3% | -25.7% | -14.5% |
| 3M | -17.9% | +3.6% | -21.5% | -17.7% |
| 6M | -18.3% | +7.7% | -26.0% | -18.7% |
| YTD | +43.2% | +36.4% | +6.9% | +25.3% |
| 1Y | +57.7% | +37.8% | +19.9% | +38.8% |
| All | +57.7% | +38.6% | +19.1% | +38.8% |
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