+32.7%
DAR vs RACE
+26.1%
+6.6%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | 0.0% | +5.1% | +5.1% |
| 7D | +3.6% | -3.9% | +7.5% | +4.1% |
| 30D | -11.3% | +6.8% | -18.1% | -12.0% |
| 3M | -13.1% | +1.3% | -14.5% | -13.3% |
| 6M | -15.1% | +26.3% | -41.4% | -18.5% |
| YTD | +50.5% | +13.8% | +36.7% | +46.6% |
| 1Y | +57.9% | -0.5% | +58.4% | +58.4% |
| All | +32.7% | +26.1% | +6.6% | +28.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 RACE 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