+630.6%
DAR vs BUD
+214.6%
+415.9%
-68.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.5% | +0.4% | -0.3% |
| 7D | -9.9% | +4.5% | -14.4% | -12.1% |
| 30D | -16.4% | +12.5% | -28.9% | -21.5% |
| 3M | -17.1% | 0.0% | -17.0% | -17.8% |
| 6M | -20.5% | +3.8% | -24.3% | -23.1% |
| YTD | +39.4% | +33.1% | +6.4% | +17.9% |
| 1Y | +57.2% | +35.5% | +21.7% | +31.6% |
| 3Y | +13.9% | +49.4% | -35.5% | -11.7% |
| 5Y | -40.8% | +48.0% | -88.9% | -54.9% |
| 10Y | +276.2% | -8.6% | +284.8% | +233.8% |
| All | +630.6% | +214.6% | +415.9% | +190.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling