+10,701.3%
DE vs DAR
+1,373.4%
+9,327.9%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.8% | +1.3% | -0.4% |
| 7D | +3.3% | -3.8% | +7.1% | +3.6% |
| 30D | +10.7% | -14.4% | +25.2% | +12.3% |
| 3M | +13.1% | -17.9% | +31.1% | +15.1% |
| 6M | +20.2% | -18.3% | +38.5% | +22.2% |
| YTD | +48.9% | +43.2% | +5.6% | +43.6% |
| 1Y | +46.6% | +57.7% | -11.1% | +40.1% |
| 3Y | +91.4% | +22.7% | +68.7% | +85.0% |
| 5Y | +108.1% | -34.0% | +142.2% | +111.0% |
| 10Y | +782.7% | +279.5% | +503.2% | +680.8% |
| All | +10,701.3% | +1,373.4% | +9,327.9% | +9,038.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 DAR 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