-27.7%
DAR vs RACE
+62.4%
-90.1%
-68.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -2.5% | +4.6% | +2.8% |
| 7D | +9.2% | -4.0% | +13.2% | +10.3% |
| 30D | -12.3% | +3.5% | -15.8% | -13.2% |
| 3M | -12.7% | -0.4% | -12.3% | -12.9% |
| 6M | -12.8% | +23.2% | -35.9% | -18.8% |
| YTD | +53.8% | +11.0% | +42.8% | +46.6% |
| 1Y | +60.3% | -2.2% | +62.5% | +59.7% |
| 3Y | +31.7% | +22.5% | +9.2% | +13.3% |
| 5Y | -27.7% | +63.2% | -90.9% | -49.2% |
| All | -27.7% | +62.4% | -90.1% | -49.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling