+650.7%
DAR vs BUD
+222.5%
+428.2%
-68.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.1% | -3.0% | -2.4% |
| 7D | -3.8% | +6.0% | -9.9% | -6.6% |
| 30D | -14.4% | +11.3% | -25.7% | -19.2% |
| 3M | -17.9% | +3.6% | -21.5% | -20.0% |
| 6M | -18.3% | +7.7% | -26.0% | -22.4% |
| YTD | +43.2% | +36.4% | +6.9% | +19.7% |
| 1Y | +57.7% | +37.8% | +19.9% | +31.0% |
| 3Y | +22.7% | +51.2% | -28.5% | -5.3% |
| 5Y | -34.0% | +53.4% | -87.4% | -50.6% |
| 10Y | +279.5% | -3.2% | +282.7% | +227.3% |
| All | +650.7% | +222.5% | +428.2% | +195.3% |
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