+60.6%
DAR vs WTW
+8.6%
+52.0%
-23.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +3.0% | -5.4% | -2.3% |
| 7D | -5.7% | +4.9% | -10.6% | -5.5% |
| 30D | -16.6% | +17.1% | -33.7% | -16.4% |
| 3M | -13.1% | -0.3% | -12.7% | -12.9% |
| 6M | -18.8% | +30.7% | -49.4% | -19.4% |
| YTD | +45.3% | +3.7% | +41.5% | +47.8% |
| 1Y | +60.6% | +5.9% | +54.7% | +60.0% |
| All | +60.6% | +8.6% | +52.0% | +60.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WTW.
Daily Out/Under-Performance
Portfolio return minus WTW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WTW 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 1y: compounded portfolio wealth divided by compounded WTW 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…
1y analysis · Full analysis span regression · 6 months rolling