+22.7%
DAR vs FGI
-3.4%
+26.1%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.1% | -1.7% | -1.8% |
| 7D | -3.8% | -4.1% | +0.3% | -3.7% |
| 30D | -14.4% | -3.4% | -11.1% | -14.4% |
| 3M | -17.9% | +61.8% | -79.7% | -19.6% |
| 6M | -18.3% | +17.0% | -35.3% | -19.7% |
| YTD | +43.2% | +31.4% | +11.8% | +39.1% |
| 1Y | +57.7% | +42.7% | +15.0% | +52.0% |
| 3Y | +22.7% | -0.1% | +22.9% | +18.2% |
| All | +22.7% | -3.4% | +26.1% | +18.2% |
Cumulative growth
Daily Returns
Daily percentage return beside FGI.
Daily Out/Under-Performance
Portfolio return minus FGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FGI 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 FGI 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