+11.9%
DAR vs BUD
+50.2%
-38.3%
-56.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.2% | -1.0% | -0.9% |
| 7D | +1.4% | +0.3% | +1.1% | +1.3% |
| 30D | +12.8% | -5.7% | +18.5% | +14.2% |
| 3M | +7.4% | +3.1% | +4.2% | +6.1% |
| 6M | +22.3% | +7.9% | +14.4% | +18.7% |
| YTD | +81.1% | +27.3% | +53.8% | +66.4% |
| 1Y | +106.5% | +37.8% | +68.7% | +85.1% |
| All | +11.9% | +50.2% | -38.3% | -4.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling